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Heritage Family Offices’s Alphabet (Google) Class C GOOG Stock Holding History

Heritage Family Offices’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
Q2 		$2.52M Buy
7,143
+2,177
+44% +$778K 0.97% 26
2026
Q1 		$1.42M Buy
4,966
+3,581
+259% +$1.13M 0.63% 35
2025
Q4 		$435K Buy
+1,385
New +$397K 0.2% 104
2024
Q4 		– Sell
-1,240
Closed -$207K – 187
2024
Q3 		$207K Hold
1,240
– – 0.11% 171
2024
Q2 		$227K Buy
+1,240
New +$211K 0.13% 152

Other funds holding GOOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Family Offices's GOOG Position: Q2 2026 in Review

Heritage Family Offices increased its Alphabet (Google) Class C (GOOG) stake by 44% in Q2 2026, buying an estimated $778K and bringing the position to 7,143 shares worth $2.52M. The position accounts for 0.97% of the portfolio, ranked #26.

Heritage Family Offices first reported a position in GOOG in Q2 2024 and has held it in 5 quarters since. 5,228 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Heritage Family Offices held 7,143 shares of Alphabet (Google) Class C worth $2.52M as of Q2 2026.
  • Heritage Family Offices bought 2,177 Alphabet (Google) Class C shares in Q2 2026, an estimated $778K.
  • Alphabet (Google) Class C made up 0.97% of Heritage Family Offices's portfolio in Q2 2026, its #26 holding.
  • Heritage Family Offices first reported a position in Alphabet (Google) Class C in Q2 2024 and has held it in 5 quarters since.
  • 5,228 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.