Holistic Financial Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.1M Sell
3,086
-1,909
-38% -$687K 0.67% 31
2026
Q1
$1.44M Buy
4,995
+108
+2% +$33.9K 0.53% 33
2025
Q4
$1.53M Buy
4,887
+663
+16% +$189K 0.55% 31
2025
Q3
$1.03M Buy
4,224
+199
+5% +$41.7K 0.42% 36
2025
Q2
$709K Buy
4,025
+226
+6% +$37K 0.31% 42
2025
Q1
$587K Buy
3,799
+158
+4% +$28.7K 0.28% 46
2024
Q4
$689K Buy
3,641
+73
+2% +$12.8K 0.34% 40
2024
Q3
$592K Buy
3,568
+382
+12% +$64.1K 0.28% 43
2024
Q2
$580K Buy
3,186
+321
+11% +$54.1K 0.29% 40
2024
Q1
$432K Sell
2,865
-490
-15% -$70.1K 0.22% 56
2023
Q4
$469K Buy
3,355
+736
+28% +$98.9K 0.28% 46
2023
Q3
$343K Hold
2,619
0.23% 61
2023
Q2
$313K Buy
2,619
+223
+9% +$25.7K 0.22% 65
2023
Q1
$249K Buy
+2,396
New +$230K 0.19% 84
2022
Q4
Sell
-2,095
Closed -$200K 99
2022
Q3
$200K Buy
+2,095
New +$232K 0.2% 82
2022
Q2
Sell
-1,820
Closed -$253K 108
2022
Q1
$253K Sell
1,820
-260
-13% -$35.3K 0.16% 88
2021
Q4
$301K Sell
2,080
-80
-4% -$11.5K 0.17% 86
2021
Q3
$289K Sell
2,160
-80
-4% -$10.9K 0.18% 83
2021
Q2
$273K Buy
2,240
+300
+15% +$35K 0.16% 91
2021
Q1
$200K Sell
1,940
-580
-23% -$57.2K 0.13% 104
2020
Q4
$221K Buy
+2,520
New +$212K 0.15% 93
2018
Q2
Sell
-1,260
Closed -$65K 169
2018
Q1
$65K Sell
1,260
-200
-14% -$11.1K 0.05% 164
2017
Q4
$77K Buy
+1,460
New +$75.4K 0.06% 144

Other funds holding GOOGL

Holistic Financial Partners's GOOGL Position: Q2 2026 in Review

Holistic Financial Partners reduced its Alphabet (Google) Class A (GOOGL) stake by 38% in Q2 2026, selling an estimated $687K and leaving 3,086 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #31.

Holistic Financial Partners first reported a position in GOOGL in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.53M in Q4 2025. 2,085 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Holistic Financial Partners held 3,086 shares of Alphabet (Google) Class A worth $1.1M as of Q2 2026.
  • Holistic Financial Partners sold 1,909 Alphabet (Google) Class A shares in Q2 2026, an estimated $687K.
  • Alphabet (Google) Class A made up 0.67% of Holistic Financial Partners's portfolio in Q2 2026, its #31 holding.
  • Holistic Financial Partners first reported a position in Alphabet (Google) Class A in Q4 2017 and has held it in 23 quarters since.
  • Holistic Financial Partners's Alphabet (Google) Class A position peaked at $1.53M in Q4 2025.
  • 2,085 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.