Davies Financial Advisors Inc Sells Google Shares in Q2 2026
Davies Financial Advisors, Inc significantly reduced its position in Alphabet Inc (GOOG) during the second quarter of 2026.
As reported by InsiderSet, Davies Financial Advisors, Inc made notable changes to its portfolio holdings during the quarter ending June 30, 2026.
The most significant activity involved Alphabet Inc (GOOG). According to the filing, there was a substantial decrease in shares held by the advisor. The change_in_shares_from_prior_period for GOOG stands at -752 shares, representing an approximate 94.95% reduction from the previous quarter's position.
This large sale resulted in Alphabet Inc (GOOG) no longer being part of Davies Financial Advisors' changed holdings list as a purchase or new position. Instead, it appears on the list due to its significant change in shares (-752). The portfolio percentage allocation for GOOG dropped from 100% to effectively zero following this sale.
Furthermore, the filing indicates that Davies Financial Advisors has experienced large sales during this period. This is reflected in the has_large_sells field being true and "GOOG" appearing in the list of significant sell symbols provided by InsiderSet.
In terms of purchases, no new positions were disclosed. The Davies Financial Advisors' portfolio shows a holding count of 1 and sector count of 1 throughout the quarter, suggesting that any changes occurred within their existing position.
The advisor's portfolio remains concentrated in Communication Services following this change, as Alphabet Inc (GOOG) belongs to that sector. However, the total value shifted significantly due to the large sale mentioned above.