HWA
GOOG icon

Heartwood Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Heartwood Wealth Advisors’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 		$3.42M Sell
10,046
-54
-0.5% -$18.6K 0.27% 50
2026
Q2 		$3.57M Buy
10,100
+23
+0.2% +$8.22K 0.28% 50
2026
Q1 		$2.89M Sell
10,077
-368
-4% -$116K 0.25% 49
2025
Q4 		$3.28M Sell
10,445
-138
-1% -$39.5K 0.3% 45
2025
Q3 		$2.58M Buy
10,583
+97
+0.9% +$20.4K 0.24% 45
2025
Q2 		$1.86M Sell
10,486
-261
-2% -$43.1K 0.19% 48
2025
Q1 		$1.68M Sell
10,747
-494
-4% -$90.5K 0.19% 50
2024
Q4 		$2.14M Buy
11,241
+61
+0.5% +$10.8K 0.24% 43
2024
Q3 		$1.87M Sell
11,180
-550
-5% -$93.1K 0.21% 43
2024
Q2 		$2.15M Buy
11,730
+4,991
+74% +$849K 0.26% 41
2024
Q1 		$1.03M Sell
6,739
-108
-2% -$15.6K 0.13% 54
2023
Q4 		$965K Sell
6,847
-131
-2% -$17.8K 0.13% 50
2023
Q3 		$920K Sell
6,978
-39
-0.6% -$5.07K 0.14% 51
2023
Q2 		$849K Buy
7,017
+1,194
+21% +$138K 0.12% 60
2023
Q1 		$606K Buy
5,823
+661
+13% +$63.8K 0.09% 71
2022
Q4 		$458K Buy
5,162
+1,982
+62% +$189K 0.07% 84
2022
Q3 		$306K Hold
3,180
– – 0.05% 92
2022
Q2 		$348K Buy
3,180
+400
+14% +$47.3K 0.06% 90
2022
Q1 		$388K Buy
+2,780
New +$378K 0.06% 90

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

Heartwood Wealth Advisors's GOOG Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Alphabet (Google) Class C (GOOG) stake by 0.53% in Q3 2026, selling an estimated $18.6K and leaving 10,046 shares worth $3.42M. The position accounts for 0.27% of the portfolio, ranked #50.

Heartwood Wealth Advisors first reported a position in GOOG in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.57M in Q2 2026. 277 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Heartwood Wealth Advisors held 10,046 shares of Alphabet (Google) Class C worth $3.42M as of Q3 2026.
  • Heartwood Wealth Advisors sold 54 Alphabet (Google) Class C shares in Q3 2026, an estimated $18.6K.
  • Alphabet (Google) Class C made up 0.27% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • Heartwood Wealth Advisors first reported a position in Alphabet (Google) Class C in Q1 2022 and has held it in 19 quarters since.
  • Heartwood Wealth Advisors's Alphabet (Google) Class C position peaked at $3.57M in Q2 2026.
  • 277 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.