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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
Q2 		$5.63M Buy
15,742
+1,204
+8% +$433K 0.87% 27
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Planning's GOOGL Position: Q2 2026 in Review

Holistic Planning increased its Alphabet (Google) Class A (GOOGL) stake by 8.3% in Q2 2026, buying an estimated $433K and bringing the position to 15,742 shares worth $5.63M. The position accounts for 0.87% of the portfolio, ranked #27.

Holistic Planning first reported a position in GOOGL in Q4 2023 and has held it in 11 quarters since. 5,786 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Holistic Planning held 15,742 shares of Alphabet (Google) Class A worth $5.63M as of Q2 2026.
  • Holistic Planning bought 1,204 Alphabet (Google) Class A shares in Q2 2026, an estimated $433K.
  • Alphabet (Google) Class A made up 0.87% of Holistic Planning's portfolio in Q2 2026, its #27 holding.
  • Holistic Planning first reported a position in Alphabet (Google) Class A in Q4 2023 and has held it in 11 quarters since.
  • 5,786 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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