Holistic Planning’s Alphabet (Google) Class C GOOG Stock Holding History

Holistic Planning’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
2026 Q1	$2.04M	Buy	7,119 +322	+5%	+$101K	0.41%	56
2025 Q4	$2.13M	Buy	6,797 +107	+2%	+$30.7K	0.45%	45
2025 Q3	$1.63M	Buy	6,690 +961	+17%	+$202K	0.43%	48
2025 Q2	$1.02M	Buy	5,729 +1,595	+39%	+$264K	0.29%	68
2025 Q1	$646K	Buy	4,134 +12	+0.3%	+$2.2K	0.22%	81
2024 Q4	$785K	Buy	4,122 +410	+11%	+$72.4K	0.28%	67
2024 Q3	$621K	Sell	3,712 -47	-1%	-$7.96K	0.26%	74
2024 Q2	$572K	Hold	3,759	–	–	0.44%	58
2024 Q1	$572K	Sell	3,759 -724	-16%	-$105K	0.44%	59
2023 Q4	$632K	Buy	+4,483	New	+$608K	0.53%	51

Other funds holding GOOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Planning's GOOG Position: Q1 2026 in Review

Holistic Planning increased its Alphabet (Google) Class C (GOOG) stake by 4.7% in Q1 2026, buying an estimated $101K and bringing the position to 7,119 shares worth $2.04M. The position accounts for 0.41% of the portfolio, ranked #56.

Holistic Planning first reported a position in GOOG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

Holistic Planning held 7,119 shares of Alphabet (Google) Class C worth $2.04M as of Q1 2026.
Holistic Planning bought 322 Alphabet (Google) Class C shares in Q1 2026, an estimated $101K.
Alphabet (Google) Class C made up 0.41% of Holistic Planning's portfolio in Q1 2026, its #56 holding.
Holistic Planning first reported a position in Alphabet (Google) Class C in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Alphabet (Google) Class C position peaked at $2.13M in Q4 2025.
5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.