Disagreement Dossier · Q2 2026
Alphabet Inc-cl A
3 tracked managers bought or added while 9 trimmed or exited in Q2 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.
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9.4% current reported weight · 5.9% before → 9.4% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗7.9% current reported weight · 2.4% before → 7.9% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗2.8% current reported weight · 0.0% before → 2.8% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗13.4% prior reported weight · 13.4% before → 8.7% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗7.4% prior reported weight · 7.4% before → 4.4% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗3.2% prior reported weight · 3.2% before → 3.0% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗1.9% prior reported weight · 1.9% before → 0.0% after · filed 2026-08-14
+0.1% vs SPY · 34 sessions
SEC source ↗11.6% prior reported weight · 11.6% before → 8.9% after · filed 2026-08-13
-0.0% vs SPY · 35 sessions
SEC source ↗8.2% prior reported weight · 8.2% before → 6.9% after · filed 2026-08-07
-3.7% vs SPY · 39 sessions
SEC source ↗4.5% prior reported weight · 4.5% before → 3.8% after · filed 2026-08-07
-3.7% vs SPY · 39 sessions
SEC source ↗7.1% prior reported weight · 7.1% before → 9.2% after · filed 2026-07-29
-1.0% vs SPY · 46 sessions
SEC source ↗15.6% prior reported weight · 15.6% before → 17.5% after · filed 2026-07-15
-5.8% vs SPY · 56 sessions
SEC source ↗Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.
Eight-quarter decision map
Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.
Q2 2026
Split
Bought or added
Trimmed or exited
Q1 2026
Split
Bought or added
Trimmed or exited
Q4 2025
Split
Bought or added
Trimmed or exited
Q3 2025
Split
Bought or added
Trimmed or exited
Q2 2025
Split
Bought or added
Trimmed or exited
Q1 2025
Split
Bought or added
Trimmed or exited
Q4 2024
Split
Bought or added
Trimmed or exited
Q3 2024
Split
Bought or added
Trimmed or exited
Publisher-ready
The compact widget refreshes with the filing data and links readers back to this evidence.
The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.