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 Q3	$735K	Buy	2,136 +134	+7%	+$46.5K	0.1%	41
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Heirloom Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 6.7% in Q3 2026, buying an estimated $46.5K and bringing the position to 2,136 shares worth $735K. 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 8 quarters since. The position peaked at $836K in Q4 2025. 3,547 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

Heirloom Wealth Management held 2,136 shares of Alphabet (Google) Class A worth $735K as of Q3 2026.
Heirloom Wealth Management bought 134 Alphabet (Google) Class A shares in Q3 2026, an estimated $46.5K.
Alphabet (Google) Class A made up 0.1% of Heirloom Wealth Management's portfolio in Q3 2026, its #41 holding.
Heirloom Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 8 quarters since.
Heirloom Wealth Management's Alphabet (Google) Class A position peaked at $836K in Q4 2025.
3,547 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

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