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Heritage Oak Wealth Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History

Heritage Oak Wealth Advisors’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 		$772K Buy
2,245
+88
+4% +$30.5K 0.24% 40
2026
Q2 		$771K Buy
2,157
+146
+7% +$52.6K 0.23% 44
2026
Q1 		$578K Sell
2,011
-61
-3% -$19.2K 0.18% 38
2025
Q4 		$649K Buy
2,072
+374
+22% +$107K 0.24% 44
2025
Q3 		$413K Sell
1,698
-37
-2% -$7.75K 0.15% 55
2025
Q2 		$306K Buy
1,735
+84
+5% +$13.8K 0.12% 59
2025
Q1 		$255K Buy
1,651
+209
+14% +$37.9K 0.11% 61
2024
Q4 		$273K Sell
1,442
-4,806
-77% -$841K 0.13% 60
2024
Q3 		$1.04M Buy
6,248
+3,800
+155% +$637K 0.48% 43
2024
Q2 		$446K Buy
+2,448
New +$413K 0.23% 62

Other funds holding GOOGL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Heritage Oak Wealth Advisors's GOOGL Position: Q3 2026 in Review

Heritage Oak Wealth Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 4.1% in Q3 2026, buying an estimated $30.5K and bringing the position to 2,245 shares worth $772K. The position accounts for 0.24% of the portfolio, ranked #40.

Heritage Oak Wealth Advisors first reported a position in GOOGL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 734 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Heritage Oak Wealth Advisors held 2,245 shares of Alphabet (Google) Class A worth $772K as of Q3 2026.
  • Heritage Oak Wealth Advisors bought 88 Alphabet (Google) Class A shares in Q3 2026, an estimated $30.5K.
  • Alphabet (Google) Class A made up 0.24% of Heritage Oak Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Heritage Oak Wealth Advisors first reported a position in Alphabet (Google) Class A in Q2 2024 and has held it in 10 quarters since.
  • Heritage Oak Wealth Advisors's Alphabet (Google) Class A position peaked at $1.04M in Q3 2024.
  • 734 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.