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 Q2	$3.76M	Sell	10,630 -245	-2%	-$87.6K	0.94%	25
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) reduced its Alphabet (Google) Class C (GOOG) stake by 2.3% in Q2 2026, selling an estimated $87.6K and leaving 10,630 shares worth $3.76M. The position accounts for 0.94% of the portfolio, ranked #25.

Heritage Wealth Management (Ohio) first reported a position in GOOG in Q2 2024 and has held it in 9 quarters since. 5,246 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Heritage Wealth Management (Ohio) held 10,630 shares of Alphabet (Google) Class C worth $3.76M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 245 Alphabet (Google) Class C shares in Q2 2026, an estimated $87.6K.
Alphabet (Google) Class C made up 0.94% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #25 holding.
Heritage Wealth Management (Ohio) first reported a position in Alphabet (Google) Class C in Q2 2024 and has held it in 9 quarters since.
5,246 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.