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

Heritage Wealth Management (Ohio)’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 Q1	$3.12M	Sell	10,875 -150	-1%	-$47.1K	1.54%	16
2025 Q4	$3.46M	Sell	11,025 -161	-1%	-$46.1K	0.96%	19
2025 Q3	$2.72M	Sell	11,186 -43	-0.4%	-$9.04K	0.8%	24
2025 Q2	$1.99M	Buy	11,229 +990	+10%	+$164K	0.64%	39
2025 Q1	$1.6M	Buy	10,239 +1,260	+14%	+$231K	0.54%	45
2024 Q4	$1.71M	Buy	8,979 +20	+0.2%	+$3.53K	0.57%	40
2024 Q3	$1.5M	Sell	8,959 -51	-0.6%	-$8.63K	0.49%	49
2024 Q2	$1.73M	Buy	+9,010	New	+$1.53M	0.58%	39

Other funds holding GOOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s GOOG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Alphabet (Google) Class C (GOOG) stake by 1.4% in Q1 2026, selling an estimated $47.1K and leaving 10,875 shares worth $3.12M. The position accounts for 1.54% of the portfolio, ranked #16.

Heritage Wealth Management (Ohio) first reported a position in GOOG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.46M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

Heritage Wealth Management (Ohio) held 10,875 shares of Alphabet (Google) Class C worth $3.12M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 150 Alphabet (Google) Class C shares in Q1 2026, an estimated $47.1K.
Alphabet (Google) Class C made up 1.54% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #16 holding.
Heritage Wealth Management (Ohio) first reported a position in Alphabet (Google) Class C in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Alphabet (Google) Class C position peaked at $3.46M in Q4 2025.
5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.