Bernardo Wealth Planning 13F: Adds $1.7M to GOOGL Stake
Key Points
- Bernardo Wealth Planning added 5,013 shares to its Alphabet Inc. (GOOGL) position, growing its total holdings to 8,692 shares valued at approximately $2.99 million.
- The stock recently traded around $320.21, which is about equal to its closing price on October 23, 2026, and is below its 50-day and 200-day moving averages.
- Alphabet Inc. has a strong market presence in the communication services sector, with a trailing twelve-month revenue of $445.87 billion and a P/E ratio of 16.07.
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On October 23, 2026, Bernardo Wealth Planning boosted its position in Alphabet Inc. (GOOGL) by 5,013 shares, increasing its total holdings to 8,692 shares valued at about $2.99 million. This information comes from the fund's latest Form 13F filing with the SEC.
Bernardo Wealth Planning's stake in Alphabet has seen a 136.26% increase from its previous holding of 3,679 shares. The boost reflects the fund's confidence in the tech giant amid fluctuating market conditions.
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Alphabet Inc.
Bernardo Wealth Planning vs. the S&P 500
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Where Alphabet Inc. Fits in Bernardo Wealth Planning's Portfolio
Bernardo Wealth Planning's investment in Alphabet now represents 0.47% of its total reported 13F value of $632.33 million, ranking it 38th among the fund's 143 positions.
Alphabet Inc. Stock Down 1.2%
The stock recently traded around $320.21, which is about equal to its closing price on October 23, 2026. Currently, GOOGL is below its 50-day and 200-day moving averages, indicating some challenges in price momentum. The shares are also 21.6% below their 52-week high of $408.61, but they are 21.2% above the 52-week low of $264.28.
Recent Earnings
Alphabet reported a trailing twelve-month revenue of $445.87 billion, with an impressive year-over-year revenue growth of 24.2%. The company's net margin stands at 54.8%, showcasing its strong profitability. The next earnings report is scheduled for October 28, 2026.
Dividend
Alphabet Inc. pays an annual dividend of $0.88 per share, yielding around 0.27%. This payout ratio is 4.3%, reflecting the company's balanced approach to returning capital to shareholders while investing in growth.
Insider Buying and Selling at Alphabet Inc.
Several insiders have sold shares of Alphabet recently. Kavitark Ram Shriram, a director, sold 33,566 shares on July 18, 2025, for about $6.24 million, and another 26,000 shares on August 15, 2025, for approximately $5.33 million. Additionally, John L. Hennessy, another director, sold 600 shares on January 13, 2026, and again on February 13, 2026, for a total value of about $386,551.
Analysts Set New Price Targets
On October 14, 2026, UBS maintained a "Neutral" rating on Alphabet with a price target of $380.00. Following that, JP Morgan also maintained an "Overweight" rating with a target of $425.00 on October 15, 2026. The consensus among analysts is a "strong buy" with a mean target price of $429.12, suggesting potential upside from the current trading levels.
About Alphabet Inc.
Alphabet Inc. is the parent company of Google and several other businesses. It operates in the communication services sector, primarily through its Google Services segment, which includes products like Ads, Android, Gmail, and YouTube. The company continues to innovate and expand its services globally, making it a key player in the tech industry.
Bottom Line
Looking ahead, investors will be watching Alphabet's upcoming earnings report on October 28, 2026, for insights into its financial health and growth prospects. Additionally, Bernardo Wealth Planning's recent increase in its GOOGL position indicates confidence in the company's future performance amid a challenging market environment.
Related Filing Alerts
Source: Bernardo Wealth Planning's 13F filing on $GOOGL (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts