Heritage Oak Wealth Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

Heritage Oak Wealth Advisors’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	$574K	Buy	1,626 +115	+8%	+$41.1K	0.17%	51
2026 Q1	$433K	Buy	1,511 +536	+55%	+$168K	0.14%	47
2025 Q4	$306K	Buy	975 +53	+6%	+$15.2K	0.11%	62
2025 Q3	$225K	Buy	+922	New	+$194K	0.08%	76
2024 Q4	–	Sell	-8,226	Closed	-$1.38M	–	110
2024 Q3	$1.38M	Buy	+8,226	New	+$1.39M	0.63%	37

Other funds holding GOOG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Heritage Oak Wealth Advisors's GOOG Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Alphabet (Google) Class C (GOOG) stake by 7.6% in Q2 2026, buying an estimated $41.1K and bringing the position to 1,626 shares worth $574K. The position accounts for 0.17% of the portfolio, ranked #51.

Heritage Oak Wealth Advisors first reported a position in GOOG in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.38M in Q3 2024. 1,790 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Heritage Oak Wealth Advisors held 1,626 shares of Alphabet (Google) Class C worth $574K as of Q2 2026.
Heritage Oak Wealth Advisors bought 115 Alphabet (Google) Class C shares in Q2 2026, an estimated $41.1K.
Alphabet (Google) Class C made up 0.17% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Heritage Oak Wealth Advisors first reported a position in Alphabet (Google) Class C in Q3 2024 and has held it in 5 quarters since.
Heritage Oak Wealth Advisors's Alphabet (Google) Class C position peaked at $1.38M in Q3 2024.
1,790 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.