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

Invera Wealth Advisors’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	$294K	Hold	833	–	–	0.16%	115
2026 Q1	$239K	Hold	833	–	–	0.15%	87
2025 Q4	$261K	Hold	833	–	–	0.17%	84
2025 Q3	$203K	Buy	+833	New	+$175K	0.13%	86
2025 Q1	–	Sell	-2,033	Closed	-$406K	–	92
2024 Q4	$406K	Sell	2,033 -19	-0.9%	-$3.35K	0.4%	39
2024 Q3	$369K	Hold	2,052	–	–	0.37%	38
2024 Q2	$391K	Buy	+2,052	New	+$349K	0.4%	38

Other funds holding GOOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Invera Wealth Advisors's GOOG Position: Q2 2026 in Review

Invera Wealth Advisors held its Alphabet (Google) Class C (GOOG) position steady in Q2 2026 at 833 shares worth $294K. The position accounts for 0.16% of the portfolio, ranked #115.

Invera Wealth Advisors first reported a position in GOOG in Q2 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2024. 5,245 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

Invera Wealth Advisors held 833 shares of Alphabet (Google) Class C worth $294K as of Q2 2026.
Invera Wealth Advisors left its Alphabet (Google) Class C share count unchanged in Q2 2026.
Alphabet (Google) Class C made up 0.16% of Invera Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Invera Wealth Advisors first reported a position in Alphabet (Google) Class C in Q2 2024 and has held it in 7 quarters since.
Invera Wealth Advisors's Alphabet (Google) Class C position peaked at $406K in Q4 2024.
5,245 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.