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Heirloom Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Heirloom Wealth Management’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 		$716K Sell
2,002
-496
-20% -$179K 0.1% 41
2026
Q1 		$718K Sell
2,498
-173
-6% -$54.4K 0.13% 56
2025
Q4 		$836K Sell
2,671
-308
-10% -$88K 0.19% 28
2025
Q3 		$724K Sell
2,979
-79
-3% -$16.5K 0.18% 27
2025
Q2 		$539K Sell
3,058
-94
-3% -$15.4K 0.14% 30
2025
Q1 		$487K Sell
3,152
-45
-1% -$8.16K 0.14% 30
2024
Q4 		$605K Buy
+3,197
New +$559K 0.18% 30

Other funds holding GOOGL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heirloom Wealth Management's GOOGL Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 20% in Q2 2026, selling an estimated $179K and leaving 2,002 shares worth $716K. The position accounts for 0.1% of the portfolio, ranked #41.

Heirloom Wealth Management first reported a position in GOOGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $836K in Q4 2025. 5,805 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Heirloom Wealth Management held 2,002 shares of Alphabet (Google) Class A worth $716K as of Q2 2026.
  • Heirloom Wealth Management sold 496 Alphabet (Google) Class A shares in Q2 2026, an estimated $179K.
  • Alphabet (Google) Class A made up 0.1% of Heirloom Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Heirloom Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 7 quarters since.
  • Heirloom Wealth Management's Alphabet (Google) Class A position peaked at $836K in Q4 2025.
  • 5,805 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.