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Montz Harcus Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Montz Harcus Wealth Management’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 		$1.4M Buy
4,111
+25
+0.6% +$8.62K 0.49% 28
2026
Q2 		$1.44M Sell
4,086
-196
-5% -$70K 0.51% 27
2026
Q1 		$1.23M Buy
4,282
+17
+0.4% +$5.34K 0.5% 28
2025
Q4 		$1.34M Sell
4,265
-589
-12% -$169K 0.54% 25
2025
Q3 		$1.18M Buy
4,854
+74
+2% +$15.6K 0.52% 24
2025
Q2 		$848K Buy
4,780
+224
+5% +$37K 0.41% 29
2025
Q1 		$712K Buy
4,556
+452
+11% +$82.8K 0.39% 31
2024
Q4 		$782K Buy
4,104
+6
+0.1% +$1.06K 0.44% 25
2024
Q3 		$685K Buy
4,098
+12
+0.3% +$2.03K 0.4% 28
2024
Q2 		$749K Buy
4,086
+119
+3% +$20.2K 0.49% 26
2024
Q1 		$604K Buy
3,967
+31
+0.8% +$4.47K 0.41% 29
2023
Q4 		$555K Buy
3,936
+148
+4% +$20.1K 0.42% 26
2023
Q3 		$499K Buy
3,788
+406
+12% +$52.8K 0.43% 28
2023
Q2 		$409K Buy
3,382
+252
+8% +$29.2K 0.34% 33
2023
Q1 		$326K Hold
3,130
– – 0.3% 38
2022
Q4 		$278K Hold
3,130
– – 0.28% 42
2022
Q3 		$301K Sell
3,130
-50
-2% -$5.58K 0.33% 35
2022
Q2 		$348K Hold
3,180
– – 0.37% 32
2022
Q1 		$444K Hold
3,180
– – 0.4% 30
2021
Q4 		$460K Buy
+3,180
New +$460K 0.4% 28

Other funds holding GOOG

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Montz Harcus Wealth Management's GOOG Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Alphabet (Google) Class C (GOOG) stake by 0.61% in Q3 2026, buying an estimated $8.62K and bringing the position to 4,111 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #28.

Montz Harcus Wealth Management first reported a position in GOOG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q2 2026. 277 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Montz Harcus Wealth Management held 4,111 shares of Alphabet (Google) Class C worth $1.4M as of Q3 2026.
  • Montz Harcus Wealth Management bought 25 Alphabet (Google) Class C shares in Q3 2026, an estimated $8.62K.
  • Alphabet (Google) Class C made up 0.49% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Montz Harcus Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 20 quarters since.
  • Montz Harcus Wealth Management's Alphabet (Google) Class C position peaked at $1.44M in Q2 2026.
  • 277 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.