Tred Avon Family Wealth LLC Raises Position in Alphabet Inc. $GOOG

Key Points

• Tred Avon Family Wealth LLC raised its stake in Alphabet by 23.9% in Q4, buying 4,043 shares to hold 20,956 shares worth $6.576 million, about 2.1% of the fund's portfolio and its 7th-largest holding.
• Insiders have been net sellers recently — John Kent Walker sold 8,993 shares at an average of $275.89, and insiders disposed of 2,037,294 shares valued at $94.22 million in the past 90 days, though insiders still own 12.99% of the company.
• Alphabet posted a Q1 beat (EPS $2.82 vs. $2.59; revenue $113.83B, +18% YoY) and has a $4.20 trillion market cap, while key catalysts include a classified Pentagon AI deal and heavy AI/cloud investments (positive for growth) offset by employee pushback and rising EU regulatory risk; analysts rate the stock a consensus Buy with a $351.73 price target.

Tred Avon Family Wealth LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 23.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,956 shares of the information services provider's stock after purchasing an additional 4,043 shares during the period. Alphabet comprises about 2.1% of Tred Avon Family Wealth LLC's investment portfolio, making the stock its 7th biggest holding. Tred Avon Family Wealth LLC's holdings in Alphabet were worth $6,576,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Brighton Jones LLC raised its stake in Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after acquiring an additional 6,410 shares during the period. Worldquant Millennium Advisors LLC raised its stake in Alphabet by 76.2% during the second quarter. Worldquant Millennium Advisors LLC now owns 1,865,304 shares of the information services provider's stock worth $330,886,000 after acquiring an additional 806,681 shares during the period. Darwin Wealth Management LLC acquired a new stake in Alphabet during the second quarter worth about $658,000. Financial Advisors Network Inc. raised its stake in Alphabet by 7.7% during the second quarter. Financial Advisors Network Inc. now owns 7,945 shares of the information services provider's stock worth $1,409,000 after acquiring an additional 565 shares during the period. Finally, Ausdal Financial Partners Inc. raised its stake in Alphabet by 10.7% during the second quarter. Ausdal Financial Partners Inc. now owns 37,310 shares of the information services provider's stock worth $6,618,000 after acquiring an additional 3,616 shares during the period. Institutional investors own 27.26% of the company's stock.

Insider Buying and Selling

In other Alphabet news, insider John Kent Walker sold 8,993 shares of the firm's stock in a transaction that occurred on Friday, March 27th. The shares were sold at an average price of $275.89, for a total value of $2,481,078.77. Following the sale, the insider owned 51,808 shares in the company, valued at approximately $14,293,309.12. This trade represents a 14.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frances Arnold sold 112 shares of the firm's stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $302.99, for a total transaction of $33,934.88. Following the completion of the sale, the director owned 18,418 shares in the company, valued at $5,580,469.82. The trade was a 0.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,037,294 shares of company stock valued at $94,216,897 in the last ninety days. Insiders own 12.99% of the company's stock.

Alphabet Price Performance

Shares of NASDAQ:GOOG opened at $347.50 on Wednesday. The firm's 50 day moving average is $310.00 and its two-hundred day moving average is $306.97. Alphabet Inc. has a 52 week low of $149.49 and a 52 week high of $350.90. The firm has a market capitalization of $4.20 trillion, a P/E ratio of 32.15, a PEG ratio of 2.16 and a beta of 1.13. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.11.

Alphabet (NASDAQ:GOOG - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The information services provider reported $2.82 EPS for the quarter, beating the consensus estimate of $2.59 by $0.23. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. The company had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. During the same quarter last year, the business earned $2.15 earnings per share. Alphabet's revenue was up 18.0% compared to the same quarter last year. Analysts anticipate that Alphabet Inc. will post 11.53 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on GOOG. Piper Sandler reiterated an "overweight" rating and set a $395.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Wedbush reiterated an "outperform" rating and set a $370.00 price objective on shares of Alphabet in a research note on Thursday, February 5th. Truist Financial set a $385.00 price objective on shares of Alphabet in a research note on Wednesday, April 22nd. DZ Bank upgraded shares of Alphabet to a "strong-buy" rating in a research note on Monday, February 16th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $370.00 price objective on shares of Alphabet in a research note on Tuesday, January 20th. Seven analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Buy" and a consensus price target of $351.73.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet secured classified AI access for the U.S. Department of Defense, opening a potential high‑margin, recurring revenue channel for Google Cloud that helps diversify beyond advertising. Google signs classified AI deal with Pentagon
• Positive Sentiment: KeyBanc recently raised its price target on Alphabet, signaling some analysts expect more upside from Google Cloud and AI monetization. KeyBanc Raised the Price Target on Alphabet
• Positive Sentiment: Alphabet’s big strategic AI investments — including a reported multi‑billion investment relationship with Anthropic — underpin long‑term growth optionality in models and cloud compute demand. Alphabet To Invest Up To $40 Billion In Anthropic
• Neutral Sentiment: Q1 earnings and the Cloud margin story are the immediate catalysts — analysts expect strong revenue growth but will scrutinize capex, depreciation and margin guidance tied to heavy AI investment. Alphabet Earnings Preview: Q1 Earnings Hinge On Margins And The Cloud
• Neutral Sentiment: Google is contributing agentic commerce/authentication work to industry standards (FIDO Alliance), a technical positive for enterprise adoption but unlikely to move near‑term revenue materially. Google and Mastercard Contribute Agentic Commerce Standards to FIDO Alliance
• Negative Sentiment: Employee objections and public criticism over the Pentagon deal have surfaced; internal unrest can create reputational and executional distractions. A Google researcher says they're 'ashamed' after the company signed a Pentagon deal
• Negative Sentiment: Alphabet unexpectedly exited a $100M Pentagon drone AI competition after ethics concerns, a signal that some defense opportunities may be inconsistent with internal governance and could limit revenue capture. Alphabet Stock Dips as Google Exits $100M Pentagon AI Drone Contract
• Negative Sentiment: Regulatory risk is rising: the EU is shifting enforcement toward cloud and AI services, which could pressure product access and competitive positioning in Europe. EU rules reining in Big Tech will now target cloud services and AI
• Negative Sentiment: Some funds disclosed reductions in GOOGL holdings ahead of earnings, indicating profit‑taking and positioning risk into results. Fund Update: Handelsbanken Fonder AB Disclosed New Holdings

About Alphabet

Alphabet Inc NASDAQ: GOOG is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as "Other Bets." Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company's history.

Alphabet's core business centers on internet search and advertising, with Google Search and the company's ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.

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