DWR Wealth Management
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DWR Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

DWR Wealth Management’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
Q3 		$372K Hold
1,103
– – 0.26% 42
2026
Q2 		$387K Buy
1,103
+31
+3% +$11.1K 0.29% 40
2026
Q1 		$293K Buy
1,072
+5
+0.5% +$1.57K 0.25% 41
2025
Q4 		$336K Buy
+1,067
New +$306K 0.31% 42

Other funds holding GOOG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DWR Wealth Management's GOOG Position: Q3 2026 in Review

DWR Wealth Management held its Alphabet (Google) Class C (GOOG) position steady in Q3 2026 at 1,103 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #42.

DWR Wealth Management first reported a position in GOOG in Q4 2025 and has held it in 4 quarters since. The position peaked at $387K in Q2 2026. 3,416 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • DWR Wealth Management held 1,103 shares of Alphabet (Google) Class C worth $372K as of Q3 2026.
  • DWR Wealth Management left its Alphabet (Google) Class C share count unchanged in Q3 2026.
  • Alphabet (Google) Class C made up 0.26% of DWR Wealth Management's portfolio in Q3 2026, its #42 holding.
  • DWR Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Alphabet (Google) Class C position peaked at $387K in Q2 2026.
  • 3,416 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.