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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
Q2 		$3.85M Buy
10,760
+270
+3% +$97.2K 0.96% 24
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) increased its Alphabet (Google) Class A (GOOGL) stake by 2.6% in Q2 2026, buying an estimated $97.2K and bringing the position to 10,760 shares worth $3.85M. The position accounts for 0.96% of the portfolio, ranked #24.

Heritage Wealth Management (Ohio) first reported a position in GOOGL in Q2 2024 and has held it in 9 quarters since. 5,786 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 10,760 shares of Alphabet (Google) Class A worth $3.85M as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 270 Alphabet (Google) Class A shares in Q2 2026, an estimated $97.2K.
  • Alphabet (Google) Class A made up 0.96% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #24 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Alphabet (Google) Class A in Q2 2024 and has held it in 9 quarters since.
  • 5,786 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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