Harold Davidson & Associates Inc. GOOG ALPHABET INC

Ownership history in Harold Davidson & Associates Inc.  ·  5 quarters on record

AI Ownership Summary

Harold Davidson & Associates Inc. reported ALPHABET INC (GOOG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.34% in 2026 Q1. The latest visible filing shows GOOG at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harold Davidson & Associates Inc.'s position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOOG was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harold Davidson & Associates Inc. held GOOG — position size vs. price
% of Fund (quarterly)    GOOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,415 0% 0.34% $693K 2026-04-30 $381.71
2025 Q4 REDUCED 2,415 -25 -1.0% 0.34% $758K 2026-02-11 $310.92
2025 Q3 UNCHANGED 2,440 0% 0.27% $594K 2025-11-07 $279.15
2025 Q2 UNCHANGED 2,440 0% 0.28% $433K 2025-08-11 $201.06
2025 Q1 INITIATED 2,440 0.21% $381K 2025-06-04 $168.70

FAQ About Harold Davidson & Associates Inc. and GOOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harold Davidson & Associates Inc. reported owning GOOG?

Harold Davidson & Associates Inc. reported GOOG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported GOOG position in Harold Davidson & Associates Inc.'s portfolio?

The largest reported portfolio weight for GOOG was 0.34% in 2026 Q1.

What is the latest reported GOOG position on this page?

The most recent filing on this page is 2026 Q1, when Harold Davidson & Associates Inc. reported 2,415 shares, equal to 0.34% of portfolio, with an estimated market value of $693K.

What does the chart on this GOOG ownership page compare?

The chart compares Harold Davidson & Associates Inc.'s quarterly GOOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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