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

Schwallier 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 		$238K Buy
+674
New +$241K 0.15% 66
2026
Q1 		– Sell
-723
Closed -$245K – 61
2025
Q4 		$245K Buy
+723
New +$207K 0.16% 51

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

Schwallier Wealth Management's GOOG Position: Q2 2026 in Review

Schwallier Wealth Management opened a new position in Alphabet (Google) Class C (GOOG) in Q2 2026: 674 shares worth $238K. The stake represents 0.15% of the portfolio and ranks #66 among its holdings. This is a return to the name: Schwallier Wealth Management previously reported a position in GOOG as recently as Q4 2025.

Schwallier Wealth Management first reported a position in GOOG in Q4 2025 and has held it in 2 quarters since. The position peaked at $245K in Q4 2025. 5,255 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Schwallier Wealth Management held 674 shares of Alphabet (Google) Class C worth $238K as of Q2 2026.
  • Alphabet (Google) Class C was a new Schwallier Wealth Management position in Q2 2026.
  • Alphabet (Google) Class C made up 0.15% of Schwallier Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Schwallier Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2025 and has held it in 2 quarters since.
  • Schwallier Wealth Management's Alphabet (Google) Class C position peaked at $245K in Q4 2025.
  • 5,255 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.