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Montz Harcus Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Montz Harcus Wealth Management’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 		$1.93M Sell
5,411
-68
-1% -$24.5K 0.69% 22
2026
Q1 		$1.58M Buy
5,479
+4
+0.1% +$1.26K 0.64% 25
2025
Q4 		$1.71M Sell
5,475
-243
-4% -$69.4K 0.69% 22
2025
Q3 		$1.39M Buy
5,718
+234
+4% +$49K 0.61% 23
2025
Q2 		$966K Sell
5,484
-84
-2% -$13.8K 0.47% 25
2025
Q1 		$861K Buy
5,568
+1,512
+37% +$274K 0.47% 25
2024
Q4 		$768K Sell
4,056
-52
-1% -$9.1K 0.43% 26
2024
Q3 		$681K Sell
4,108
-11
-0.3% -$1.84K 0.4% 29
2024
Q2 		$750K Sell
4,119
-394
-9% -$66.4K 0.49% 25
2024
Q1 		$681K Buy
4,513
+47
+1% +$6.72K 0.46% 27
2023
Q4 		$624K Sell
4,466
-77
-2% -$10.3K 0.48% 25
2023
Q3 		$594K Buy
4,543
+50
+1% +$6.47K 0.51% 25
2023
Q2 		$538K Sell
4,493
-21
-0.5% -$2.42K 0.44% 27
2023
Q1 		$468K Sell
4,514
-26
-0.6% -$2.49K 0.43% 28
2022
Q4 		$401K Buy
4,540
+60
+1% +$5.7K 0.4% 30
2022
Q3 		$429K Hold
4,480
– – 0.47% 26
2022
Q2 		$488K Buy
4,480
+280
+7% +$33K 0.51% 24
2022
Q1 		$584K Hold
4,200
– – 0.52% 26
2021
Q4 		$608K Buy
+4,200
New +$605K 0.53% 25

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

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

Montz Harcus Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 1.2% in Q2 2026, selling an estimated $24.5K and leaving 5,411 shares worth $1.93M. The position accounts for 0.69% of the portfolio, ranked #22.

Montz Harcus Wealth Management first reported a position in GOOGL in Q4 2021 and has held it in 19 quarters since. 5,787 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Montz Harcus Wealth Management held 5,411 shares of Alphabet (Google) Class A worth $1.93M as of Q2 2026.
  • Montz Harcus Wealth Management sold 68 Alphabet (Google) Class A shares in Q2 2026, an estimated $24.5K.
  • Alphabet (Google) Class A made up 0.69% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Montz Harcus Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2021 and has held it in 19 quarters since.
  • 5,787 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

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