IFPL
GOOGL icon

Investments & Financial Planning LLC’s Alphabet (Google) Class A GOOGL Stock Holding History

Investments & Financial Planning LLC’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 		$203K Buy
+569
New +$205K 0.1% 40
2026
Q1 		– Sell
-707
Closed -$221K – 38
2025
Q4 		$221K Buy
+707
New +$202K 0.12% 34

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

Investments & Financial Planning LLC's GOOGL Position: Q2 2026 in Review

Investments & Financial Planning LLC opened a new position in Alphabet (Google) Class A (GOOGL) in Q2 2026: 569 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #40 among its holdings. This is a return to the name: Investments & Financial Planning LLC previously reported a position in GOOGL as recently as Q4 2025.

Investments & Financial Planning LLC first reported a position in GOOGL in Q4 2025 and has held it in 2 quarters since. The position peaked at $221K in Q4 2025. 5,806 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Investments & Financial Planning LLC held 569 shares of Alphabet (Google) Class A worth $203K as of Q2 2026.
  • Alphabet (Google) Class A was a new Investments & Financial Planning LLC position in Q2 2026.
  • Alphabet (Google) Class A made up 0.1% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #40 holding.
  • Investments & Financial Planning LLC first reported a position in Alphabet (Google) Class A in Q4 2025 and has held it in 2 quarters since.
  • Investments & Financial Planning LLC's Alphabet (Google) Class A position peaked at $221K in Q4 2025.
  • 5,806 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.