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PlanVest Financial’s Alphabet (Google) Class A GOOGL Stock Holding History

PlanVest Financial’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 		$1.07M Buy
2,983
+275
+10% +$99K 0.71% 35
2026
Q1 		$779K Buy
+2,708
New +$851K 0.59% 39

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 $1.9T AUM 41.92% 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

PlanVest Financial's GOOGL Position: Q2 2026 in Review

PlanVest Financial increased its Alphabet (Google) Class A (GOOGL) stake by 10% in Q2 2026, buying an estimated $99K and bringing the position to 2,983 shares worth $1.07M. The position accounts for 0.71% of the portfolio, ranked #35.

PlanVest Financial first reported a position in GOOGL in Q1 2026 and has held it in 2 quarters since. 5,542 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • PlanVest Financial held 2,983 shares of Alphabet (Google) Class A worth $1.07M as of Q2 2026.
  • PlanVest Financial bought 275 Alphabet (Google) Class A shares in Q2 2026, an estimated $99K.
  • Alphabet (Google) Class A made up 0.71% of PlanVest Financial's portfolio in Q2 2026, its #35 holding.
  • PlanVest Financial first reported a position in Alphabet (Google) Class A in Q1 2026 and has held it in 2 quarters since.
  • 5,542 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.