Heritage Wealth Management (California)’s Alphabet (Google) Class C GOOG Stock Holding History

Heritage Wealth Management (California)’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	$467K	Buy	1,322 +181	+16%	+$64.7K	0.18%	67
2026 Q1	$327K	Sell	1,141 -71	-6%	-$22.3K	0.18%	68
2025 Q4	$380K	Buy	1,212 +175	+17%	+$50.1K	0.24%	65
2025 Q3	$253K	Buy	+1,037	New	+$218K	0.17%	80
2024 Q4	–	Sell	-1,324	Closed	-$221K	–	104
2024 Q3	$221K	Buy	1,324 +11	+0.8%	+$1.86K	0.16%	89
2024 Q2	$241K	Sell	1,313 -79	-6%	-$13.4K	0.18%	75
2024 Q1	$212K	Sell	1,392 -8	-0.6%	-$1.16K	0.16%	82
2023 Q4	$197K	Buy	+1,400	New	+$190K	0.16%	81

Other funds holding GOOG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Heritage Wealth Management (California)'s GOOG Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Alphabet (Google) Class C (GOOG) stake by 16% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,322 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #67.

Heritage Wealth Management (California) first reported a position in GOOG in Q4 2023 and has held it in 8 quarters since. 2,552 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Heritage Wealth Management (California) held 1,322 shares of Alphabet (Google) Class C worth $467K as of Q2 2026.
Heritage Wealth Management (California) bought 181 Alphabet (Google) Class C shares in Q2 2026, an estimated $64.7K.
Alphabet (Google) Class C made up 0.18% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #67 holding.
Heritage Wealth Management (California) first reported a position in Alphabet (Google) Class C in Q4 2023 and has held it in 8 quarters since.
2,552 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.