Ag2R la Mondiale Gestion D'Actifs 13F: Adds $6.5M to GOOG Stake

On October 26, 2026, Ag2R la Mondiale Gestion D'Actifs boosted its stake in Alphabet Inc. (GOOG) by 19,194 shares. This brings the total number of shares held to 221,897, valued at approximately $75.6 million. The information comes from the fund's latest Form 13F filing with the SEC.

In this filing, Ag2R la Mondiale Gestion D'Actifs reported a 9.5% increase in its Alphabet holdings. The fund's total reported value is about $1.5 billion, and Alphabet accounts for 4.98% of its portfolio, ranking fourth among the fund's 425 positions.

GOOG Alphabet Inc.

$314.19 ▼ -0.16% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Alphabet Fits in Ag2R la Mondiale Gestion D'Actifs's Portfolio

Alphabet's boost in Ag2R's portfolio is significant, with the increase reflecting a growing confidence in the tech giant.

Alphabet Inc. Stock Down 1.0%

Alphabet shares recently traded at $314.19, which is about equal to the price on the day of the filing. The stock is currently below its 50-day and 200-day moving averages by 7.5% and 7.4%, respectively, and is down about 22.3% from its 52-week high of $404.47.

Recent Earnings

Alphabet reported trailing-twelve-month revenue of $445.9 billion and an EPS of $19.93. The company has a strong net margin of 54.8% and is set to report its next earnings on October 28, 2026.

Dividend

Alphabet pays an annual dividend of $0.88 per share, resulting in a yield of 0.28%.

Insider Buying and Selling at Alphabet Inc.

Several insiders sold shares earlier this year. Marsida Saraci, an officer, sold 449 shares at an average price of $333.20 on July 29, 2026, totaling about $149,607. Director Frances H. Ph.D. Arnold sold 82 shares at an average price of $333.39 on July 30, 2026, worth about $27,338. Another sale by Arnold took place on August 28, 2026, for 82 shares at $337.71, totaling about $27,692.

Analysts Set New Price Targets

On October 15, 2026, JP Morgan maintained an Overweight rating on Alphabet with a price target of $425.00, up from $420.00. TD Cowen also maintained a Buy rating with a target of $485.00. The consensus recommendation for Alphabet remains strong buy, with a mean price target of $422.36 based on 14 analyst opinions.

About Alphabet Inc.

Alphabet Inc. is a major player in the tech sector, known for its various products and platforms, including Google Services, Google Cloud, and other segments. The company's wide range of services includes advertising, cloud computing, and consumer electronics, making it a key player in the Internet Content & Information industry.

Bottom Line

Ag2R la Mondiale Gestion D'Actifs's increase in Alphabet shares suggests confidence in the company's future performance. With the next earnings report due on October 28, investors will be keen to see how Alphabet continues to perform amid changing market conditions.