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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
Q2 		$2.61M Buy
7,377
+258
+4% +$92.2K 0.41% 52
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Holistic Planning's GOOG Position: Q2 2026 in Review

Holistic Planning increased its Alphabet (Google) Class C (GOOG) stake by 3.6% in Q2 2026, buying an estimated $92.2K and bringing the position to 7,377 shares worth $2.61M. The position accounts for 0.41% of the portfolio, ranked #52.

Holistic Planning first reported a position in GOOG in Q4 2023 and has held it in 11 quarters since. 5,245 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Holistic Planning held 7,377 shares of Alphabet (Google) Class C worth $2.61M as of Q2 2026.
  • Holistic Planning bought 258 Alphabet (Google) Class C shares in Q2 2026, an estimated $92.2K.
  • Alphabet (Google) Class C made up 0.41% of Holistic Planning's portfolio in Q2 2026, its #52 holding.
  • Holistic Planning first reported a position in Alphabet (Google) Class C in Q4 2023 and has held it in 11 quarters since.
  • 5,245 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.