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 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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

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

Heritage Oak Wealth Advisors increased its Alphabet (Google) Class A (GOOGL) stake by 7.3% in Q2 2026, buying an estimated $52.6K and bringing the position to 2,157 shares worth $771K. The position accounts for 0.23% of the portfolio, ranked #44.

Heritage Oak Wealth Advisors first reported a position in GOOGL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 1,976 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Heritage Oak Wealth Advisors held 2,157 shares of Alphabet (Google) Class A worth $771K as of Q2 2026.
Heritage Oak Wealth Advisors bought 146 Alphabet (Google) Class A shares in Q2 2026, an estimated $52.6K.
Alphabet (Google) Class A made up 0.23% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Heritage Oak Wealth Advisors first reported a position in Alphabet (Google) Class A in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Alphabet (Google) Class A position peaked at $1.04M in Q3 2024.
1,976 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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