Heritage Wealth Management (California)’s Alphabet (Google) Class A GOOGL Stock Holding History

Heritage Wealth Management (California)’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	$2.22M	Buy	6,203 +279	+5%	+$100K	0.84%	31
2026 Q1	$1.7M	Sell	5,924 -43	-0.7%	-$13.5K	0.94%	32
2025 Q4	$1.87M	Buy	5,967 +40	+0.7%	+$11.4K	1.19%	29
2025 Q3	$1.44M	Buy	5,927 +76	+1%	+$15.9K	0.97%	31
2025 Q2	$1.03M	Sell	5,851 -19	-0.3%	-$3.11K	0.69%	37
2025 Q1	$908K	Sell	5,870 -31	-0.5%	-$5.62K	0.68%	38
2024 Q4	$1.12M	Buy	5,901 +18	+0.3%	+$3.15K	0.8%	33
2024 Q3	$976K	Buy	5,883 +996	+20%	+$167K	0.69%	35
2024 Q2	$890K	Sell	4,887 -116	-2%	-$19.6K	0.65%	34
2024 Q1	$755K	Sell	5,003 -66	-1%	-$9.44K	0.57%	41
2023 Q4	$708K	Buy	+5,069	New	+$681K	0.57%	39

Other funds holding GOOGL

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Heritage Wealth Management (California) increased its Alphabet (Google) Class A (GOOGL) stake by 4.7% in Q2 2026, buying an estimated $100K and bringing the position to 6,203 shares worth $2.22M. The position accounts for 0.84% of the portfolio, ranked #31.

Heritage Wealth Management (California) first reported a position in GOOGL in Q4 2023 and has held it in 11 quarters since. 2,805 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

Heritage Wealth Management (California) held 6,203 shares of Alphabet (Google) Class A worth $2.22M as of Q2 2026.
Heritage Wealth Management (California) bought 279 Alphabet (Google) Class A shares in Q2 2026, an estimated $100K.
Alphabet (Google) Class A made up 0.84% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #31 holding.
Heritage Wealth Management (California) first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 11 quarters since.
2,805 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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