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

Heritage Wealth Partners’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
2025 Q1	$226K	Sell	1,448 -4,433	-75%	-$812K	0.35%	58
2024 Q4	$1.12M	Buy	5,881 +1,369	+30%	+$242K	1.41%	19
2024 Q3	$754K	Sell	4,512 -1,911	-30%	-$323K	0.89%	30
2024 Q2	$1.18M	Buy	6,423 +4,899	+321%	+$833K	1.71%	15
2024 Q1	$215K	Hold	1,524	–	–	0.44%	40
2023 Q4	$215K	Buy	+1,524	New	+$207K	0.44%	40
2023 Q1	–	Sell	-5,660	Closed	-$533K	–	39
2022 Q4	$533K	Buy	+5,660	New	+$540K	0.49%	28

Other funds holding GOOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's GOOG Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Alphabet (Google) Class C (GOOG) stake by 75% in Q1 2025, selling an estimated $812K and leaving 1,448 shares worth $226K. The position accounts for 0.35% of the portfolio, ranked #58.

Heritage Wealth Partners first reported a position in GOOG in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.18M in Q2 2024. 4,397 funds tracked by Wall St. Rank hold GOOG as of Q1 2025.

Heritage Wealth Partners held 1,448 shares of Alphabet (Google) Class C worth $226K as of Q1 2025.
Heritage Wealth Partners sold 4,433 Alphabet (Google) Class C shares in Q1 2025, an estimated $812K.
Alphabet (Google) Class C made up 0.35% of Heritage Wealth Partners's portfolio in Q1 2025, its #58 holding.
Heritage Wealth Partners first reported a position in Alphabet (Google) Class C in Q4 2022 and has held it in 7 quarters since.
Heritage Wealth Partners's Alphabet (Google) Class C position peaked at $1.18M in Q2 2024.
4,397 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.