HWP
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Heritage Wealth Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$1.61M Buy
10,400
+23
+0.2% +$4.17K 2.45% 11
2024
Q4 		$1.96M Buy
10,377
+83
+0.8% +$14.5K 2.46% 13
2024
Q3 		$1.71M Buy
10,294
+454
+5% +$76.2K 2.01% 18
2024
Q2 		$1.79M Sell
9,840
-2,442
-20% -$412K 2.6% 12
2024
Q1 		$1.72M Hold
12,282
– – 3.5% 10
2023
Q4 		$1.72M Sell
12,282
-228
-2% -$30.6K 3.5% 10
2023
Q3 		$1.64M Buy
12,510
+2,930
+31% +$379K 3.49% 10
2023
Q2 		$1.15M Buy
+9,580
New +$1.1M 0.68% 34
2023
Q1 		– Sell
-4,272
Closed -$401K – 40
2022
Q4 		$401K Buy
+4,272
New +$406K 0.37% 30

Other funds holding GOOGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return