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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's GOOGL Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Alphabet (Google) Class A (GOOGL) stake by 0.74% in Q2 2026, selling an estimated $29.2K and leaving 10,842 shares worth $3.87M. The position accounts for 0.3% of the portfolio, ranked #47.

Heartwood Wealth Advisors first reported a position in GOOGL in Q4 2019 and has held it in 27 quarters since. 5,094 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Heartwood Wealth Advisors held 10,842 shares of Alphabet (Google) Class A worth $3.87M as of Q2 2026.
  • Heartwood Wealth Advisors sold 81 Alphabet (Google) Class A shares in Q2 2026, an estimated $29.2K.
  • Alphabet (Google) Class A made up 0.3% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Heartwood Wealth Advisors first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 27 quarters since.
  • 5,094 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.