Alphabet Inc. $GOOG Stake Lessened by One Wealth Capital Management LLC

One Wealth Capital Management LLC lowered its position in Alphabet Inc. (NASDAQ:GOOG) by 67.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,313 shares of the information services provider’s stock after selling 11,249 shares during the quarter. Alphabet makes up about 0.7% of One Wealth Capital Management LLC’s holdings, making the stock its 29th biggest holding. One Wealth Capital Management LLC’s holdings in Alphabet were worth $1,810,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of GOOG. Mascoma Wealth Management LLC increased its stake in Alphabet by 4.9% in the third quarter. Mascoma Wealth Management LLC now owns 1,312 shares of the information services provider’s stock valued at $447,000 after purchasing an additional 61 shares during the last quarter. Blodgett Wealth Advisors LLC boosted its holdings in shares of Alphabet by 3.5% in the 3rd quarter. Blodgett Wealth Advisors LLC now owns 3,747 shares of the information services provider’s stock valued at $1,277,000 after buying an additional 125 shares in the last quarter. Gibbs Wealth Management boosted its holdings in shares of Alphabet by 22.9% in the 3rd quarter. Gibbs Wealth Management now owns 21,357 shares of the information services provider’s stock valued at $7,277,000 after buying an additional 3,981 shares in the last quarter. Lantern Wealth Advisors LLC boosted its holdings in shares of Alphabet by 13.7% in the 3rd quarter. Lantern Wealth Advisors LLC now owns 9,274 shares of the information services provider’s stock valued at $3,160,000 after buying an additional 1,121 shares in the last quarter. Finally, Rebalance LLC purchased a new position in shares of Alphabet in the 3rd quarter valued at $200,000. 27.26% of the stock is owned by hedge funds and other institutional investors.

Alphabet Trading Up 0.8%

Shares of GOOG stock opened at $316.83 on Wednesday. The business’s 50 day moving average is $338.50 and its two-hundred day moving average is $338.78. Alphabet Inc. has a twelve month low of $267.17 and a twelve month high of $404.47.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: AI and Cloud growth are the primary catalysts. Analysts expect resilient Search advertising, accelerating AI-driven monetization and continued strength in Google Cloud. Cloud revenue previously grew rapidly, while its backlog reportedly reached $514 billion, providing substantial visibility if Alphabet can convert bookings into profitable cash flow. Can Strong Search and Cloud Growth Drive GOOGL’s Q3 Earnings?
• Positive Sentiment: Anthropic’s IPO filing highlights demand for Google Cloud infrastructure. Anthropic disclosed roughly $114.5 billion in non-cancelable compute commitments with Alphabet. The agreements could support long-term Google Cloud revenue, while Alphabet’s approximately 14% Anthropic stake provides additional potential upside if the IPO is well received. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Google introduced Genie 4, a DeepMind model capable of creating more realistic, interactive worlds with audio and real-time steering. The release reinforces Alphabet’s AI leadership, although near-term revenue benefits remain uncertain. Google’s Genie 4 world model adds audio, more realistic worlds, and real-time steering
• Neutral Sentiment: Earnings volatility is elevated. Options activity and analyst commentary suggest investors anticipate a significant move after results. Key items will be Search growth, Cloud margins, AI product adoption, capital expenditures and free cash flow.
• Negative Sentiment: Heavy AI spending remains the central risk. Alphabet has reportedly doubled capital expenditures and suspended buybacks, raising concerns that infrastructure costs and depreciation could outpace AI revenue gains. Investors may react negatively if management increases spending without showing improving margins and cash generation. Alphabet Q3 Earnings Preview: US$200 Billion AI Capex Test Puts Major Uptrend at Risk
• Negative Sentiment: Multiple law firms are promoting a securities class action alleging Alphabet misrepresented progress on its Gemini 3.5 Pro model. The announcements add headline pressure, though they do not represent a new operating development and the ultimate financial impact is uncertain. GOOG and GOOGL Investor Class Action Filed

Insider Buying and Selling at Alphabet

In other Alphabet news, Director Frances Arnold sold 83 shares of the business’s stock in a transaction on Wednesday, September 30th. The shares were sold at an average price of $340.45, for a total value of $28,257.35. Following the transaction, the director directly owned 19,076 shares of the company’s stock, valued at approximately $6,494,424.20. The trade was a 0.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold 247 shares of company stock worth $83,288 over the last three months. 12.99% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on GOOG shares. Arete Research lifted their price target on shares of Alphabet from $425.00 to $450.00 in a research note on Monday, July 6th. Needham & Company LLC reissued a “buy” rating on shares of Alphabet in a report on Tuesday. Sanford C. Bernstein decreased their target price on Alphabet from $390.00 to $385.00 and set a “market perform” rating for the company in a research report on Thursday, July 23rd. The Goldman Sachs Group dropped their price target on Alphabet from $440.00 to $435.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Finally, Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating and dropped their price target for the stock from $450.00 to $425.00 in a research note on Monday, July 27th. Six investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Alphabet presently has an average rating of “Buy” and an average target price of $421.85.

About Alphabet

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.