GA
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GoalVest Advisory’s Alphabet (Google) Class C GOOG Stock Holding History

GoalVest Advisory’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 		$1.22M Sell
3,577
-121
-3% -$41.7K 0.21% 61
2026
Q2 		$1.31M Buy
3,698
+1,252
+51% +$447K 0.24% 55
2026
Q1 		$702K Sell
2,446
-176
-7% -$55.3K 0.14% 90
2025
Q4 		$823K Buy
2,622
+510
+24% +$146K 0.16% 88
2025
Q3 		$514K Buy
2,112
+555
+36% +$117K 0.11% 94
2025
Q2 		$276K Buy
1,557
+156
+11% +$25.8K 0.07% 109
2025
Q1 		$219K Buy
1,401
+556
+66% +$102K 0.06% 112
2024
Q4 		$161K Sell
845
-566
-40% -$99.9K 0.04% 126
2024
Q3 		$236K Buy
1,411
+259
+22% +$43.8K 0.07% 98
2024
Q2 		$211K Sell
1,152
-652
-36% -$111K 0.07% 98
2024
Q1 		$275K Buy
1,804
+252
+16% +$36.4K 0.09% 90
2023
Q4 		$219K Buy
1,552
+458
+42% +$62.1K 0.1% 63
2023
Q3 		$144K Sell
1,094
-136
-11% -$17.7K 0.07% 83
2023
Q2 		$149K Sell
1,230
-220
-15% -$25.5K 0.08% 81
2023
Q1 		$151K Sell
1,450
-406
-22% -$39.2K 0.09% 76
2022
Q4 		$165K Buy
1,856
+201
+12% +$19.2K 0.11% 80
2022
Q3 		$159K Sell
1,655
-165
-9% -$18.4K 0.11% 81
2022
Q2 		$207K Buy
1,820
+40
+2% +$4.73K 0.13% 111
2022
Q1 		$249K Buy
+1,780
New +$242K 0.14% 104
2021
Q2 		$549K Buy
4,380
+160
+4% +$19.1K 0.34% 80
2021
Q1 		$436K Sell
4,220
-1,600
-27% -$159K 0.33% 91
2020
Q4 		$510K Buy
+5,820
New +$491K 0.43% 69

Other funds holding GOOG

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GoalVest Advisory's GOOG Position: Q3 2026 in Review

GoalVest Advisory reduced its Alphabet (Google) Class C (GOOG) stake by 3.3% in Q3 2026, selling an estimated $41.7K and leaving 3,577 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #61.

GoalVest Advisory first reported a position in GOOG in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.31M in Q2 2026. 277 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • GoalVest Advisory held 3,577 shares of Alphabet (Google) Class C worth $1.22M as of Q3 2026.
  • GoalVest Advisory sold 121 Alphabet (Google) Class C shares in Q3 2026, an estimated $41.7K.
  • Alphabet (Google) Class C made up 0.21% of GoalVest Advisory's portfolio in Q3 2026, its #61 holding.
  • GoalVest Advisory first reported a position in Alphabet (Google) Class C in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's Alphabet (Google) Class C position peaked at $1.31M in Q2 2026.
  • 277 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.