Instrumental Wealth
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Instrumental Wealth’s Alphabet (Google) Class C GOOG Stock Holding History

Instrumental Wealth’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
Q3 		$1.62M Buy
4,765
+222
+5% +$76.5K 0.79% 18
2026
Q2 		$1.61M Buy
4,543
+367
+9% +$131K 0.81% 16
2026
Q1 		$1.2M Buy
4,176
+118
+3% +$37.1K 0.74% 17
2025
Q4 		$1.25M Buy
4,058
+258
+7% +$73.9K 0.75% 17
2025
Q3 		$1.07M Buy
3,800
+200
+6% +$42K 0.75% 19
2025
Q2 		$659K Buy
3,600
+84
+2% +$13.9K 0.52% 22
2025
Q1 		$576K Buy
3,516
+122
+4% +$22.3K 0.52% 23
2024
Q4 		$616K Sell
3,394
-118
-3% -$20.8K 0.58% 21
2024
Q3 		$584K Buy
3,512
+148
+4% +$25K 0.57% 22
2024
Q2 		$569K Buy
3,364
+270
+9% +$45.9K 0.59% 19
2024
Q1 		$551K Buy
3,094
+45
+1% +$6.5K 0.24% 21
2023
Q4 		$458K Buy
3,049
+128
+4% +$17.4K 0.5% 22
2023
Q3 		$412K Buy
2,921
+408
+16% +$53K 0.48% 19
2023
Q2 		$301K Sell
2,513
-29
-1% -$3.36K 0.36% 22
2023
Q1 		$270K Buy
+2,542
New +$245K 0.36% 23

Other funds holding GOOG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Instrumental Wealth's GOOG Position: Q3 2026 in Review

Instrumental Wealth increased its Alphabet (Google) Class C (GOOG) stake by 4.9% in Q3 2026, buying an estimated $76.5K and bringing the position to 4,765 shares worth $1.62M. The position accounts for 0.79% of the portfolio, ranked #18.

Instrumental Wealth first reported a position in GOOG in Q1 2023 and has held it in 15 quarters since. 3,654 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Instrumental Wealth held 4,765 shares of Alphabet (Google) Class C worth $1.62M as of Q3 2026.
  • Instrumental Wealth bought 222 Alphabet (Google) Class C shares in Q3 2026, an estimated $76.5K.
  • Alphabet (Google) Class C made up 0.79% of Instrumental Wealth's portfolio in Q3 2026, its #18 holding.
  • Instrumental Wealth first reported a position in Alphabet (Google) Class C in Q1 2023 and has held it in 15 quarters since.
  • 3,654 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.