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Heritage Family Offices’s Alphabet (Google) Class A GOOGL Stock Holding History

Heritage Family Offices’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 		$3.14M Buy
8,788
+2,441
+38% +$879K 1.21% 21
2026
Q1 		$1.83M Buy
6,347
+4,628
+269% +$1.45M 0.81% 29
2025
Q4 		$538K Buy
1,719
+824
+92% +$235K 0.24% 90
2025
Q3 		$218K Buy
+895
New +$187K 0.1% 179

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

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

Heritage Family Offices increased its Alphabet (Google) Class A (GOOGL) stake by 38% in Q2 2026, buying an estimated $879K and bringing the position to 8,788 shares worth $3.14M. The position accounts for 1.21% of the portfolio, ranked #21.

Heritage Family Offices first reported a position in GOOGL in Q3 2025 and has held it in 4 quarters since. 5,776 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Heritage Family Offices held 8,788 shares of Alphabet (Google) Class A worth $3.14M as of Q2 2026.
  • Heritage Family Offices bought 2,441 Alphabet (Google) Class A shares in Q2 2026, an estimated $879K.
  • Alphabet (Google) Class A made up 1.21% of Heritage Family Offices's portfolio in Q2 2026, its #21 holding.
  • Heritage Family Offices first reported a position in Alphabet (Google) Class A in Q3 2025 and has held it in 4 quarters since.
  • 5,776 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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