MHWM
GOOG icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montz Harcus Wealth Management's GOOG Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its Alphabet (Google) Class C (GOOG) stake by 4.6% in Q2 2026, selling an estimated $70K and leaving 4,086 shares worth $1.44M. The position accounts for 0.51% of the portfolio, ranked #27.

Montz Harcus Wealth Management first reported a position in GOOG in Q4 2021 and has held it in 19 quarters since. 5,228 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Montz Harcus Wealth Management held 4,086 shares of Alphabet (Google) Class C worth $1.44M as of Q2 2026.
  • Montz Harcus Wealth Management sold 196 Alphabet (Google) Class C shares in Q2 2026, an estimated $70K.
  • Alphabet (Google) Class C made up 0.51% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Montz Harcus Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 19 quarters since.
  • 5,228 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.