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

Heirloom 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 		$40M Buy
117,297
+2,193
+2% +$756K 5.19% 4
2026
Q2 		$40.7M Buy
115,104
+15,238
+15% +$5.45M 5.89% 2
2026
Q1 		$28.6M Buy
99,866
+1,797
+2% +$565K 5.16% 3
2025
Q4 		$30.8M Sell
98,069
-29,957
-23% -$8.58M 7.11% 3
2025
Q3 		$31.2M Buy
128,026
+1,502
+1% +$316K 7.53% 3
2025
Q2 		$22.4M Buy
126,524
+485
+0.4% +$80.1K 5.93% 6
2025
Q1 		$19.7M Buy
126,039
+4,643
+4% +$850K 5.65% 8
2024
Q4 		$23.1M Sell
121,396
-6,715
-5% -$1.19M 6.94% 4
2024
Q3 		$21.4M Buy
128,111
+1,517
+1% +$257K 6.68% 4
2024
Q2 		$23.2M Sell
126,594
-1,919
-1% -$326K 7.52% 4
2024
Q1 		$19.6M Sell
128,513
-2,671
-2% -$386K 6.66% 4
2023
Q4 		$18.5M Buy
131,184
+2,414
+2% +$328K 7.1% 4
2023
Q3 		$17M Sell
128,770
-3,629
-3% -$472K 7.55% 2
2023
Q2 		$16M Buy
132,399
+5,018
+4% +$581K 6.96% 6
2023
Q1 		$13.2M Buy
127,381
+19,908
+19% +$1.92M 6.32% 6
2022
Q4 		$9.5M Buy
+107,473
New +$10.3M 5.94% 7
2022
Q2 		$10.8M Buy
91,525
+5,105
+6% +$603K 8.8% 3
2022
Q1 		$10.1M Sell
86,420
-1,300
-1% -$177K 7% 3
2021
Q4 		$11.4M Buy
+87,720
New +$12.7M 9.81% 1

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

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

Heirloom Wealth Management increased its Alphabet (Google) Class C (GOOG) stake by 1.9% in Q3 2026, buying an estimated $756K and bringing the position to 117,297 shares worth $40M. The position accounts for 5.19% of the portfolio, ranked #4.

Heirloom Wealth Management first reported a position in GOOG in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.7M in Q2 2026. 3,417 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Heirloom Wealth Management held 117,297 shares of Alphabet (Google) Class C worth $40M as of Q3 2026.
  • Heirloom Wealth Management bought 2,193 Alphabet (Google) Class C shares in Q3 2026, an estimated $756K.
  • Alphabet (Google) Class C made up 5.19% of Heirloom Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Heirloom Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 19 quarters since.
  • Heirloom Wealth Management's Alphabet (Google) Class C position peaked at $40.7M in Q2 2026.
  • 3,417 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.