Back to GOOGN

Mowery & Schoenfeld Wealth Management, LLC → GOOGN

Mowery & Schoenfeld Wealth Management, LLC GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
8
Latest value
$3.5M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.1M
Q4 2025$3.2M
Q1 2026$1.8M
Q1 2026$2.8M
Q2 2026$2.4M
Q2 2026$3.6M
Q3 2026$2.3M
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M10.1K——
Q3 2026$2.3M6.7K——
Q2 2026$3.6M10.1K——
Q2 2026$2.4M6.9K——
Q1 2026$2.8M9.8K——
Q1 2026$1.8M6.4K——
Q4 2025$3.2M10.1K——
Q4 2025$2.1M6.5K——

Other funds holding GOOGN

Other Mowery & Schoenfeld Wealth Management, LLC positions

IVZ

INVESCO EXCHANGE TRADED FD T

$8.5M
FIS

FIDELITY COVINGTON TRUST

$7.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$7M
FIS

FIDELITY COVINGTON TRUST

$6.7M
FIS

FIDELITY COVINGTON TRUST

$5.8M
ETHA

ISHARES TR

$5.6M
IVZ

INVESCO EXCHANGE TRADED FD T

$5M
AAPL

APPLE INC

$4.6M