Cobblestone Capital Advisors LLC NY Has $60.59 Million Holdings in Alphabet Inc. $GOOG

Cobblestone Capital Advisors LLC NY lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG) by 1.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 248,763 shares of the information services provider’s stock after selling 2,658 shares during the period. Alphabet accounts for about 2.9% of Cobblestone Capital Advisors LLC NY’s portfolio, making the stock its 9th largest position. Cobblestone Capital Advisors LLC NY’s holdings in Alphabet were worth $60,586,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Tradewinds LLC. raised its holdings in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock valued at $10,984,000 after acquiring an additional 43,080 shares during the period. Atlantic Union Bankshares Corp raised its stake in Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider’s stock valued at $86,345,000 after purchasing an additional 84,553 shares during the period. CWA Asset Management Group LLC lifted its holdings in Alphabet by 2.2% in the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after purchasing an additional 3,444 shares in the last quarter. American National Bank of Texas bought a new position in Alphabet in the 3rd quarter worth approximately $900,000. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in Alphabet by 3.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock valued at $206,542,000 after buying an additional 42,028 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google launched Gemini 3.1 Flash‑Lite — billed as its fastest and most affordable Gemini model, which should broaden commercial adoption of Google’s AI stack and help Cloud/Gemini monetization. Google Launches Its Fastest and Most Affordable Gemini 3 AI Model Yet
• Positive Sentiment: Analyst/valuation work is shifting higher as firms bake in AI and heavy‑compute upside — at least one fair‑value update moved materially higher, supporting a longer‑term bullish narrative for Cloud and Gemini monetization. How The Alphabet (GOOGL) Investment Story Is Shifting With AI, Gemini And Heavy Compute
• Neutral Sentiment: Alphabet’s management presented at the Morgan Stanley TMT conference (transcript available) — useful for modeling but no single new guidance that would immediately move the stock. Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Public investor interest signals (Berkshire holdings and analyst coverage) keep Alphabet on institutional radars; Berkshire’s stake is a supportive backdrop but not an immediate catalyst. Berkshire Is Sitting On $819 Million Or More in Google Gains — So Why Won’t The New Boss Talk About It?
• Negative Sentiment: Geopolitical risk: regional conflict prompted tech firms to close Middle East offices and drove risk‑off flows that pressured major tech names, including Alphabet. This macro shock is a near‑term headwind. Nvidia, Amazon temporarily close Dubai offices, Google employees stranded amid U.S.-Iran war
• Negative Sentiment: Reputational/regulatory risk: Google employees are circulating letters seeking clearer limits on military AI contracts as the company negotiates Pentagon work on Gemini — potential PR and contracting friction. Google employees call for military limits on AI amid Iran strikes, Anthropic fallout
• Negative Sentiment: Competitive threat: OpenAI unveiled GPT‑5.3 the same day Google pushed Gemini updates — heightened competition could pressure differentiation and margins in the short term. OpenAI Strikes Back at Google with Its Own New AI Model
• Negative Sentiment: Regulatory/safety risk: NTSB is probing Waymo robotaxi incidents where vehicles reportedly passed stopped school buses — legal or regulatory scrutiny on Waymo/AV efforts (Alphabet exposure) can create operational and capex uncertainty. NTSB says Waymo robotaxis illegally passed stopped school buses in new incidents

Analyst Ratings Changes

Several equities analysts have recently commented on GOOG shares. Cantor Fitzgerald reissued a “neutral” rating on shares of Alphabet in a report on Tuesday, January 20th. Citigroup reiterated a “market outperform” rating on shares of Alphabet in a research note on Wednesday, December 17th. Loop Capital upgraded Alphabet from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 18th. Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, November 7th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $345.00 target price on shares of Alphabet in a research report on Thursday, February 5th. Nine research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $343.90.

Alphabet Stock Down 0.9%

Shares of Alphabet stock opened at $303.53 on Wednesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 2.01. The stock has a market cap of $3.67 trillion, a price-to-earnings ratio of 28.08, a PEG ratio of 1.79 and a beta of 1.10. The firm’s 50-day moving average is $321.14 and its two-hundred day moving average is $285.34. Alphabet Inc. has a 1 year low of $142.66 and a 1 year high of $350.15.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. Alphabet’s revenue for the quarter was up 18.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.15 earnings per share. As a group, research analysts expect that Alphabet Inc. will post 8.89 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 9th will be issued a dividend of $0.21 per share. The ex-dividend date is Monday, March 9th. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. Alphabet’s dividend payout ratio is 7.77%.

Insider Activity at Alphabet

In other Alphabet news, Director John L. Hennessy sold 600 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $306.73, for a total transaction of $184,038.00. Following the sale, the director owned 20,624 shares in the company, valued at approximately $6,325,999.52. The trade was a 2.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Amie Thuener O’toole sold 933 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $336.55, for a total value of $314,001.15. Following the completion of the transaction, the chief accounting officer owned 9,916 shares of the company’s stock, valued at approximately $3,337,229.80. The trade was a 8.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,078,926 shares of company stock worth $108,426,720 in the last quarter. 12.99% of the stock is owned by insiders.

Alphabet Profile

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.