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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Invera Wealth Advisors's GOOG Position: Q1 2026 in Review

Invera Wealth Advisors held its Alphabet (Google) Class C (GOOG) position steady in Q1 2026 at 833 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #87.

Invera Wealth Advisors first reported a position in GOOG in Q2 2024 and has held it in 6 quarters since. The position peaked at $406K in Q4 2024. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Invera Wealth Advisors held 833 shares of Alphabet (Google) Class C worth $239K as of Q1 2026.
  • Invera Wealth Advisors left its Alphabet (Google) Class C share count unchanged in Q1 2026.
  • Alphabet (Google) Class C made up 0.15% of Invera Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Invera Wealth Advisors first reported a position in Alphabet (Google) Class C in Q2 2024 and has held it in 6 quarters since.
  • Invera Wealth Advisors's Alphabet (Google) Class C position peaked at $406K in Q4 2024.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.