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

Heritage Wealth Management (Ohio)’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 Q1	$3.02M	Buy	10,490 +848	+9%	+$266K	1.49%	17
2025 Q4	$3.02M	Buy	9,642 +85	+0.9%	+$24.3K	0.84%	24
2025 Q3	$2.32M	Sell	9,557 -238	-2%	-$49.9K	0.68%	34
2025 Q2	$1.73M	Sell	9,795 -900	-8%	-$147K	0.56%	47
2025 Q1	$1.65M	Buy	10,695 +845	+9%	+$153K	0.56%	43
2024 Q4	$1.86M	Buy	9,850 +450	+5%	+$78.7K	0.62%	34
2024 Q3	$1.56M	Hold	9,400	–	–	0.51%	46
2024 Q2	$1.79M	Buy	+9,400	New	+$1.58M	0.6%	38

Other funds holding GOOGL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) increased its Alphabet (Google) Class A (GOOGL) stake by 8.8% in Q1 2026, buying an estimated $266K and bringing the position to 10,490 shares worth $3.02M. The position accounts for 1.49% of the portfolio, ranked #17.

Heritage Wealth Management (Ohio) first reported a position in GOOGL in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.02M in Q4 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Heritage Wealth Management (Ohio) held 10,490 shares of Alphabet (Google) Class A worth $3.02M as of Q1 2026.
Heritage Wealth Management (Ohio) bought 848 Alphabet (Google) Class A shares in Q1 2026, an estimated $266K.
Alphabet (Google) Class A made up 1.49% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #17 holding.
Heritage Wealth Management (Ohio) first reported a position in Alphabet (Google) Class A in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Alphabet (Google) Class A position peaked at $3.02M in Q4 2025.
5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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