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

Holistic Planning’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
2026 Q1	$4.18M	Buy	14,538 +581	+4%	+$183K	0.83%	25
2025 Q4	$4.37M	Buy	13,957 +566	+4%	+$162K	0.93%	23
2025 Q3	$3.26M	Buy	13,391 +762	+6%	+$160K	0.85%	22
2025 Q2	$2.23M	Buy	12,629 +2,534	+25%	+$415K	0.64%	30
2025 Q1	$1.56M	Sell	10,095 -940	-9%	-$170K	0.53%	37
2024 Q4	$2.09M	Buy	11,035 +140	+1%	+$24.5K	0.76%	27
2024 Q3	$1.81M	Buy	10,895 +1,675	+18%	+$281K	0.76%	28
2024 Q2	$1.39M	Hold	9,220	–	–	1.07%	29
2024 Q1	$1.39M	Sell	9,220 -1,024	-10%	-$146K	1.06%	29
2023 Q4	$1.43M	Buy	+10,244	New	+$1.38M	1.21%	28

Other funds holding GOOGL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Planning's GOOGL Position: Q1 2026 in Review

Holistic Planning increased its Alphabet (Google) Class A (GOOGL) stake by 4.2% in Q1 2026, buying an estimated $183K and bringing the position to 14,538 shares worth $4.18M. The position accounts for 0.83% of the portfolio, ranked #25.

Holistic Planning first reported a position in GOOGL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.37M in Q4 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

Holistic Planning held 14,538 shares of Alphabet (Google) Class A worth $4.18M as of Q1 2026.
Holistic Planning bought 581 Alphabet (Google) Class A shares in Q1 2026, an estimated $183K.
Alphabet (Google) Class A made up 0.83% of Holistic Planning's portfolio in Q1 2026, its #25 holding.
Holistic Planning first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Alphabet (Google) Class A position peaked at $4.37M in Q4 2025.
5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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