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Mark Sheptoff Financial Planning’s Alphabet (Google) Class C GOOG Stock Holding History

Mark Sheptoff Financial Planning’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 		$208K Hold
540
– – 0.11% 100
2025
Q4 		$169K Hold
540
– – 0.08% 108
2025
Q3 		$132K Buy
540
+180
+50% +$37.8K 0.06% 119
2025
Q2 		$63.9K Sell
360
-765
-68% -$126K 0.03% 164
2025
Q1 		$176K Buy
1,125
+650
+137% +$119K 0.1% 89
2024
Q4 		$90.5K Buy
475
+115
+32% +$20.3K 0.05% 130
2024
Q3 		$60.2K Sell
360
-441
-55% -$74.6K 0.03% 161
2024
Q2 		$147K Buy
801
+201
+34% +$34.2K 0.08% 107
2024
Q1 		$91.4K Buy
600
+60
+11% +$8.66K 0.05% 139
2023
Q4 		$76.1K Buy
540
+200
+59% +$27.1K 0.05% 133
2023
Q3 		$44.8K Hold
340
– – 0.03% 156
2023
Q2 		$41.1K Hold
340
– – 0.02% 174
2023
Q1 		$35.4K Buy
340
+200
+143% +$19.3K 0.02% 174
2022
Q4 		$12.4K Sell
140
-3,100
-96% -$296K 0.01% 251
2022
Q3 		$312K Buy
3,240
+400
+14% +$44.7K 0.19% 70
2022
Q2 		$311K Sell
2,840
-2,000
-41% -$236K 0.18% 76
2022
Q1 		$676K Buy
4,840
+1,700
+54% +$231K 0.34% 54
2021
Q4 		$454K Hold
3,140
– – 0.22% 69
2021
Q3 		$418K Buy
3,140
+140
+5% +$19.3K 0.23% 65
2021
Q2 		$376K Hold
3,000
– – 0.2% 72
2021
Q1 		$310K Sell
3,000
-1,540
-34% -$153K 0.18% 75
2020
Q4 		$398K Buy
4,540
+700
+18% +$59.1K 0.23% 70
2020
Q3 		$282K Sell
3,840
-600
-14% -$45.8K 0.17% 74
2020
Q2 		$314K Buy
4,440
+2,400
+118% +$162K 0.2% 72
2020
Q1 		$119K Hold
2,040
– – 0.09% 96
2019
Q4 		$136K Hold
2,040
– – 0.09% 107
2019
Q3 		$124K Buy
2,040
+840
+70% +$49.7K 0.08% 105
2019
Q2 		$65K Hold
1,200
– – 0.04% 139
2019
Q1 		$70K Hold
1,200
– – 0.05% 131
2018
Q4 		$62K Sell
1,200
-1,300
-52% -$69.6K 0.05% 125
2018
Q3 		$149K Hold
2,500
– – 0.1% 113
2018
Q2 		$139K Hold
2,500
– – 0.1% 113
2018
Q1 		$129K Hold
2,500
– – 0.09% 121
2017
Q4 		$131K Sell
2,500
-200
-7% -$10.2K 0.09% 123
2017
Q3 		$129K Hold
2,700
– – 0.09% 131
2017
Q2 		$123K Sell
2,700
-20
-0.7% -$916 0.08% 129
2017
Q1 		$112K Buy
2,720
+20
+0.7% +$820 0.08% 134
2016
Q4 		$104K Hold
2,700
– – 0.08% 136
2016
Q3 		$105K Hold
2,700
– – 0.08% 128
2016
Q2 		$93K Sell
2,700
-600
-18% -$21.6K 0.07% 128
2016
Q1 		$123K Buy
3,300
+200
+6% +$7.16K 0.1% 113
2015
Q4 		$118K Buy
+3,100
New +$111K 0.1% 123
2015
Q3 		– Sell
-3,120
Closed -$82K – 418
2015
Q2 		$82K Buy
3,120
+132
+4% +$3.54K 0.07% 151
2015
Q1 		$82K Hold
2,988
– – 0.07% 145
2014
Q4 		$79K Sell
2,988
-502
-14% -$13.5K 0.07% 141
2014
Q3 		$101K Hold
3,490
– – 0.09% 141
2014
Q2 		$101K Buy
3,490
+2,004
+135% +$54.4K 0.09% 141
2014
Q1 		$41K Buy
+1,486
New +$43.3K 0.04% 194

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

Mark Sheptoff Financial Planning's GOOG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Alphabet (Google) Class C (GOOG) position steady in Q1 2026 at 540 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #100.

Mark Sheptoff Financial Planning first reported a position in GOOG in Q1 2014 and has held it in 48 quarters since. The position peaked at $676K in Q1 2022. 5,120 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 540 shares of Alphabet (Google) Class C worth $208K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Alphabet (Google) Class C share count unchanged in Q1 2026.
  • Alphabet (Google) Class C made up 0.11% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #100 holding.
  • Mark Sheptoff Financial Planning first reported a position in Alphabet (Google) Class C in Q1 2014 and has held it in 48 quarters since.
  • Mark Sheptoff Financial Planning's Alphabet (Google) Class C position peaked at $676K in Q1 2022.
  • 5,120 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.