TrinityBridge Ltd Trims Stake in Alphabet Inc. $GOOG

Posted by George Bondi on Aug 28th, 2026

TrinityBridge Ltd reduced its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.3% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 351,544 shares of the information services provider’s stock after selling 15,685 shares during the quarter. Alphabet accounts for about 3.3% of TrinityBridge Ltd’s investment portfolio, making the stock its 11th largest position. TrinityBridge Ltd’s holdings in Alphabet were worth $124,215,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Alphabet by 1.0% during the 4th quarter. Gerber Kawasaki Wealth & Investment Management now owns 275,943 shares of the information services provider’s stock valued at $86,596,000 after purchasing an additional 2,850 shares during the last quarter. Heck Capital Advisors LLC boosted its stake in Alphabet by 298.2% in the second quarter. Heck Capital Advisors LLC now owns 22,229 shares of the information services provider’s stock worth $7,854,000 after buying an additional 16,647 shares in the last quarter. Violich Capital Management Inc. boosted its stake in Alphabet by 1.0% in the fourth quarter. Violich Capital Management Inc. now owns 340,776 shares of the information services provider’s stock worth $106,936,000 after buying an additional 3,378 shares in the last quarter. Montchanin Asset Management LLC bought a new position in Alphabet during the first quarter valued at approximately $7,075,000. Finally, Sax Wealth Advisors LLC raised its stake in shares of Alphabet by 13.3% during the second quarter. Sax Wealth Advisors LLC now owns 30,489 shares of the information services provider’s stock worth $10,773,000 after acquiring an additional 3,575 shares in the last quarter. Institutional investors own 27.26% of the company’s stock.

Insider Activity at Alphabet

In other news, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the sale, the chief accounting officer owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 8,998 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the transaction, the insider owned 75,290 shares in the company, valued at $26,298,044.10. This represents a 10.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 451,843 shares of company stock valued at $12,343,852 in the last 90 days. 12.99% of the stock is owned by company insiders.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Google employees are reportedly testing Gemini 3.8 Flash, suggesting a new model could launch soon and strengthen Alphabet’s competitive position in generative AI. The company also hired AI researcher Barret Zoph as a Google DeepMind research vice president. Google employees are already testing the next Gemini Flash AI model
Positive Sentiment: Wolfe Research named Alphabet a top 2027 stock pick and set a $460 target, citing accelerating Google Cloud growth and expanding AI monetization opportunities. Analysts also highlighted strong advertising performance, including reported 14.4% second-quarter ad-revenue growth. Alphabet is a top 2027 stock pick
Positive Sentiment: Google expanded AI Mode with tools to track flight prices and help users book hotels, potentially increasing commercial activity and supporting future search-related revenue. Google’s AI Mode can now track flight prices, help book hotels, and more
Neutral Sentiment: Alphabet joined more than 100 technology companies in calling for coordinated defenses against rogue-AI cyber threats. The move may support responsible-AI efforts but also underscores growing scrutiny of the sector. Companies call for action to defend against rogue AI
Negative Sentiment: The FTC is reportedly in the final stages of investigating whether YouTube violated consumer-protection laws by suspending users’ accounts and may prepare a lawsuit. Potential penalties, compliance costs and restrictions on YouTube’s policies are weighing on sentiment. US FTC probes YouTube over social media policies
Negative Sentiment: Google agreed to pay approximately $353 million to settle a U.K. class-action lawsuit brought by app developers over fees, creating a direct financial charge and potentially raising concerns about additional platform-related claims. Google agrees to settle UK app developers’ lawsuit
Negative Sentiment: Law firms including Pomerantz and Frank R. Cruz announced investigations into possible securities-law violations. These notices are typically investor-solicitation announcements rather than new findings, but they add to the negative legal-news flow. Pomerantz investor alert

Alphabet Stock Performance

Shares of NASDAQ:GOOG opened at $337.71 on Friday. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The company has a 50-day moving average price of $348.28 and a 200-day moving average price of $339.95. The company has a market cap of $4.13 trillion, a price-to-earnings ratio of 16.96, a price-to-earnings-growth ratio of 0.95 and a beta of 1.23. Alphabet Inc. has a 12 month low of $206.96 and a 12 month high of $404.47.

Alphabet (NASDAQ:GOOG – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, topping the consensus estimate of $2.87 by $6.24. The business had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $116.53 billion. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business’s revenue was up 24.2% on a year-over-year basis. During the same quarter last year, the business posted $2.31 EPS. As a group, equities analysts anticipate that Alphabet Inc. will post 20.51 EPS for the current year.

Alphabet Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Monday, September 7th will be given a dividend of $0.22 per share. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s payout ratio is presently 4.42%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Piper Sandler restated an “overweight” rating and issued a $395.00 price objective (down from $445.00) on shares of Alphabet in a report on Thursday, July 23rd. UBS Group reiterated a “neutral” rating and issued a $379.00 target price (down from $400.00) on shares of Alphabet in a research report on Thursday, July 23rd. Wedbush started coverage on shares of Alphabet in a research note on Thursday, July 16th. They issued an “outperform” rating and a $445.00 price target for the company. Morgan Stanley cut their price target on shares of Alphabet from $415.00 to $400.00 and set an “overweight” rating for the company in a research report on Thursday, July 23rd. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Alphabet in a research note on Thursday, July 23rd. Six equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average target price of $415.55.

Check Out Our Latest Research Report on GOOG

Alphabet Company Profile

(Free Report)

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.