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Institute for Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Institute for Wealth Management’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 		$5.01M Sell
14,171
-2,175
-13% -$777K 0.44% 42
2026
Q1 		$4.69M Buy
16,346
+268
+2% +$84.2K 0.5% 35
2025
Q4 		$5.05M Sell
16,078
-304
-2% -$87.1K 0.53% 33
2025
Q3 		$3.99M Sell
16,382
-230
-1% -$48.3K 0.42% 46
2025
Q2 		$2.95M Sell
16,612
-463
-3% -$76.5K 0.33% 57
2025
Q1 		$2.67M Sell
17,075
-104
-0.6% -$19K 0.34% 60
2024
Q4 		$3.27M Sell
17,179
-153
-0.9% -$27K 0.41% 49
2024
Q3 		$2.9M Sell
17,332
-227
-1% -$38.4K 0.37% 54
2024
Q2 		$3.22M Hold
17,559
– – 0.43% 44
2024
Q1 		$2.67M Sell
17,559
-437
-2% -$63.1K 0.34% 56
2023
Q4 		$2.54M Sell
17,996
-75
-0.4% -$10.2K 0.41% 49
2023
Q3 		$2.38M Buy
18,071
+384
+2% +$49.9K 0.43% 47
2023
Q2 		$2.14M Sell
17,687
-1,129
-6% -$131K 0.36% 68
2023
Q1 		$1.96M Sell
18,816
-110
-0.6% -$10.6K 0.37% 67
2022
Q4 		$1.68M Sell
18,926
-1,616
-8% -$154K 0.35% 71
2022
Q3 		$1.98M Sell
20,542
-618
-3% -$69K 0.44% 49
2022
Q2 		$2.31M Buy
21,160
+2,240
+12% +$265K 0.45% 45
2022
Q1 		$2.64M Buy
18,920
+140
+0.7% +$19K 0.43% 53
2021
Q4 		$2.72M Buy
18,780
+280
+2% +$40.5K 0.44% 51
2021
Q3 		$2.47M Sell
18,500
-600
-3% -$82.7K 0.43% 51
2021
Q2 		$2.39M Buy
19,100
+480
+3% +$57.2K 0.42% 57
2021
Q1 		$1.93M Sell
18,620
-260
-1% -$25.8K 0.37% 69
2020
Q4 		$1.65M Buy
18,880
+1,980
+12% +$167K 0.33% 76
2020
Q3 		$1.24M Sell
16,900
-3,220
-16% -$246K 0.28% 90
2020
Q2 		$1.42M Buy
20,120
+2,020
+11% +$136K 0.35% 70
2020
Q1 		$1.05M Sell
18,100
-3,860
-18% -$262K 0.32% 81
2019
Q4 		$1.47M Sell
21,960
-440
-2% -$28.4K 0.33% 71
2019
Q3 		$1.36M Sell
22,400
-4,040
-15% -$239K 0.34% 75
2019
Q2 		$1.43M Buy
26,440
+820
+3% +$47.3K 0.32% 77
2019
Q1 		$1.5M Sell
25,620
-220
-0.9% -$12.3K 0.33% 70
2018
Q4 		$1.34M Buy
+25,840
New +$1.38M 0.55% 46

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

Institute for Wealth Management's GOOG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Alphabet (Google) Class C (GOOG) stake by 13% in Q2 2026, selling an estimated $777K and leaving 14,171 shares worth $5.01M. The position accounts for 0.44% of the portfolio, ranked #42.

Institute for Wealth Management first reported a position in GOOG in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.05M in Q4 2025. 5,228 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Institute for Wealth Management held 14,171 shares of Alphabet (Google) Class C worth $5.01M as of Q2 2026.
  • Institute for Wealth Management sold 2,175 Alphabet (Google) Class C shares in Q2 2026, an estimated $777K.
  • Alphabet (Google) Class C made up 0.44% of Institute for Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Institute for Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's Alphabet (Google) Class C position peaked at $5.05M in Q4 2025.
  • 5,228 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.