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Heartwood Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Heartwood Wealth Advisors’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.85M Buy
11,196
+354
+3% +$123K 0.3% 48
2026
Q2 		$3.87M Sell
10,842
-81
-0.7% -$29.2K 0.3% 47
2026
Q1 		$3.14M Sell
10,923
-129
-1% -$40.5K 0.27% 48
2025
Q4 		$3.46M Buy
11,052
+1,564
+16% +$447K 0.32% 43
2025
Q3 		$2.31M Hold
9,488
– – 0.22% 48
2025
Q2 		$1.67M Buy
9,488
+175
+2% +$28.6K 0.17% 53
2025
Q1 		$1.44M Buy
9,313
+178
+2% +$32.3K 0.16% 56
2024
Q4 		$1.73M Buy
9,135
+209
+2% +$36.6K 0.19% 44
2024
Q3 		$1.48M Sell
8,926
-234
-3% -$39.3K 0.16% 47
2024
Q2 		$1.67M Buy
9,160
+3,960
+76% +$668K 0.2% 44
2024
Q1 		$785K Hold
5,200
– – 0.1% 75
2023
Q4 		$726K Sell
5,200
-153
-3% -$20.6K 0.1% 67
2023
Q3 		$700K Hold
5,353
– – 0.1% 66
2023
Q2 		$641K Buy
5,353
+213
+4% +$24.5K 0.09% 74
2023
Q1 		$533K Buy
5,140
+1,280
+33% +$123K 0.08% 79
2022
Q4 		$341K Buy
3,860
+620
+19% +$58.9K 0.05% 101
2022
Q3 		$310K Sell
3,240
-20
-0.6% -$2.22K 0.05% 90
2022
Q2 		$355K Buy
3,260
+60
+2% +$7.06K 0.06% 89
2022
Q1 		$445K Hold
3,200
– – 0.07% 82
2021
Q4 		$464K Hold
3,200
– – 0.07% 66
2021
Q3 		$428K Buy
3,200
+20
+0.6% +$2.72K 0.07% 66
2021
Q2 		$388K Hold
3,180
– – 0.06% 69
2021
Q1 		$328K Sell
3,180
-320
-9% -$31.6K 0.05% 68
2020
Q4 		$307K Hold
3,500
– – 0.05% 70
2020
Q3 		$256K Hold
3,500
– – 0.05% 68
2020
Q2 		$248K Hold
3,500
– – 0.05% 68
2020
Q1 		$203K Hold
3,500
– – 0.05% 64
2019
Q4 		$234K Buy
+3,500
New +$226K 0.04% 74

Other funds holding GOOGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 3.3% in Q3 2026, buying an estimated $123K and bringing the position to 11,196 shares worth $3.85M. The position accounts for 0.3% of the portfolio, ranked #48.

Heartwood Wealth Advisors first reported a position in GOOGL in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.87M in Q2 2026. 716 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Heartwood Wealth Advisors held 11,196 shares of Alphabet (Google) Class A worth $3.85M as of Q3 2026.
  • Heartwood Wealth Advisors bought 354 Alphabet (Google) Class A shares in Q3 2026, an estimated $123K.
  • Alphabet (Google) Class A made up 0.3% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Heartwood Wealth Advisors first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 28 quarters since.
  • Heartwood Wealth Advisors's Alphabet (Google) Class A position peaked at $3.87M in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

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