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

Shepherd 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
Q1 		$1.85M Sell
4,747
-9,912
-68% -$3.11M 1.38% 11
2025
Q4 		$4.84M Sell
14,659
-15,195
-51% -$4.34M 3.36% 9
2025
Q3 		$8.46M Buy
29,854
+2,504
+9% +$524K 5.62% 8
2025
Q2 		$5.49M Sell
27,350
-4,632
-14% -$758K 3.74% 8
2025
Q1 		$4.94M Buy
31,982
+19,188
+150% +$3.48M 5.08% 11
2024
Q4 		$2.42M Buy
+12,794
New +$2.24M 2.38% 12

Other funds holding GOOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shepherd Wealth Management's GOOGL Position: Q1 2026 in Review

Shepherd Wealth Management reduced its Alphabet (Google) Class A (GOOGL) stake by 68% in Q1 2026, selling an estimated $3.11M and leaving 4,747 shares worth $1.85M. The position accounts for 1.38% of the portfolio, ranked #11.

Shepherd Wealth Management first reported a position in GOOGL in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.46M in Q3 2025. 5,614 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Shepherd Wealth Management held 4,747 shares of Alphabet (Google) Class A worth $1.85M as of Q1 2026.
  • Shepherd Wealth Management sold 9,912 Alphabet (Google) Class A shares in Q1 2026, an estimated $3.11M.
  • Alphabet (Google) Class A made up 1.38% of Shepherd Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Shepherd Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Alphabet (Google) Class A position peaked at $8.46M in Q3 2025.
  • 5,614 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.