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Beta Wealth Group’s Alphabet (Google) Class C GOOG Stock Holding History

Beta Wealth Group’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.2M Sell
11,166
-121
-1% -$38K 1.33% 21
2025
Q4 		$3.54M Sell
11,287
-2,600
-19% -$745K 1.42% 21
2025
Q3 		$3.38M Sell
13,887
-1,836
-12% -$386K 1.34% 21
2025
Q2 		$2.79M Sell
15,723
-2,854
-15% -$472K 1.02% 29
2025
Q1 		$2.9M Buy
18,577
+426
+2% +$78K 1.04% 29
2024
Q4 		$3.46M Sell
18,151
-1,307
-7% -$231K 1.53% 22
2024
Q3 		$3.25M Buy
19,458
+1,958
+11% +$331K 1.47% 22
2024
Q2 		$3.21M Sell
17,500
-3,981
-19% -$677K 1.52% 22
2024
Q1 		$3.27M Buy
21,481
+1,406
+7% +$203K 1.59% 20
2023
Q4 		$2.83M Buy
20,075
+6,178
+44% +$838K 1.48% 23
2023
Q3 		$1.83M Sell
13,897
-2,329
-14% -$303K 1.08% 29
2023
Q2 		$1.96M Buy
16,226
+288
+2% +$33.3K 1.13% 28
2023
Q1 		$1.66M Sell
15,938
-587
-4% -$56.7K 0.95% 32
2022
Q4 		$1.47M Buy
16,525
+476
+3% +$45.4K 0.98% 30
2022
Q3 		$1.54M Buy
16,049
+1,649
+11% +$184K 1.11% 30
2022
Q2 		$1.57M Sell
14,400
-20
-0.1% -$2.36K 1.06% 32
2022
Q1 		$2.01M Sell
14,420
-560
-4% -$76.1K 1.35% 25
2021
Q4 		$2M Hold
14,980
– – 1.44% 26
2021
Q3 		$2M Sell
14,980
-2,880
-16% -$397K 1.44% 26
2021
Q2 		$2.24M Buy
17,860
+1,840
+11% +$219K 1.56% 23
2021
Q1 		$1.66M Buy
+16,020
New +$1.59M 1.2% 26

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beta Wealth Group's GOOG Position: Q1 2026 in Review

Beta Wealth Group reduced its Alphabet (Google) Class C (GOOG) stake by 1.1% in Q1 2026, selling an estimated $38K and leaving 11,166 shares worth $3.2M. The position accounts for 1.33% of the portfolio, ranked #21.

Beta Wealth Group first reported a position in GOOG in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.54M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Beta Wealth Group held 11,166 shares of Alphabet (Google) Class C worth $3.2M as of Q1 2026.
  • Beta Wealth Group sold 121 Alphabet (Google) Class C shares in Q1 2026, an estimated $38K.
  • Alphabet (Google) Class C made up 1.33% of Beta Wealth Group's portfolio in Q1 2026, its #21 holding.
  • Beta Wealth Group first reported a position in Alphabet (Google) Class C in Q1 2021 and has held it in 21 quarters since.
  • Beta Wealth Group's Alphabet (Google) Class C position peaked at $3.54M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.