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 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Heritage Wealth Partners increased its Alphabet (Google) Class A (GOOGL) stake by 0.22% in Q1 2025, buying an estimated $4.17K and bringing the position to 10,400 shares worth $1.61M. The position accounts for 2.45% of the portfolio, ranked #11.

Heritage Wealth Partners first reported a position in GOOGL in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.96M in Q4 2024. 4,910 funds tracked by Wall St. Rank hold GOOGL as of Q1 2025.

Heritage Wealth Partners held 10,400 shares of Alphabet (Google) Class A worth $1.61M as of Q1 2025.
Heritage Wealth Partners bought 23 Alphabet (Google) Class A shares in Q1 2025, an estimated $4.17K.
Alphabet (Google) Class A made up 2.45% of Heritage Wealth Partners's portfolio in Q1 2025, its #11 holding.
Heritage Wealth Partners first reported a position in Alphabet (Google) Class A in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's Alphabet (Google) Class A position peaked at $1.96M in Q4 2024.
4,910 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2025.

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