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

Smallwood Wealth Investment 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 		$2.56M Buy
7,242
+25
+0.3% +$8.94K 1.12% 19
2026
Q1 		$2.07M Hold
7,217
– – 1.09% 20
2025
Q4 		$2.26M Hold
7,217
– – 1.19% 19
2025
Q3 		$1.76M Sell
7,217
-1
-0% -$210 0.9% 22
2025
Q2 		$1.28M Sell
7,218
-308
-4% -$50.9K 0.73% 25
2025
Q1 		$1.18M Buy
7,526
+200
+3% +$36.6K 0.74% 24
2024
Q4 		$1.4M Buy
7,326
+175
+2% +$30.9K 0.95% 22
2024
Q3 		$1.2M Sell
7,151
-349
-5% -$59.1K 0.85% 22
2024
Q2 		$1.38M Buy
7,500
+160
+2% +$27.2K 1.06% 19
2024
Q1 		$1.12M Hold
7,340
– – 0.87% 22
2023
Q4 		$1.03M Buy
7,340
+185
+3% +$25.1K 0.86% 22
2023
Q3 		$943K Hold
7,155
– – 0.86% 23
2023
Q2 		$866K Hold
7,155
– – 0.77% 26
2023
Q1 		$744K Sell
7,155
-4,045
-36% -$391K 0.7% 28
2022
Q4 		$994K Sell
11,200
-100
-0.9% -$9.54K 0.84% 24
2022
Q3 		$1.09M Buy
11,300
+200
+2% +$22.3K 0.98% 23
2022
Q2 		$1.21M Buy
11,100
+4,560
+70% +$539K 1.23% 19
2022
Q1 		$913K Hold
6,540
– – 0.86% 20
2021
Q4 		$946K Buy
+6,540
New +$945K 0.88% 22

Other funds holding GOOG

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's GOOG Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Alphabet (Google) Class C (GOOG) stake by 0.35% in Q2 2026, buying an estimated $8.94K and bringing the position to 7,242 shares worth $2.56M. The position accounts for 1.12% of the portfolio, ranked #19.

Smallwood Wealth Investment Management first reported a position in GOOG in Q4 2021 and has held it in 19 quarters since. 2,850 funds tracked by Wall St. Rank hold GOOG as of Q2 2026.

  • Smallwood Wealth Investment Management held 7,242 shares of Alphabet (Google) Class C worth $2.56M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 25 Alphabet (Google) Class C shares in Q2 2026, an estimated $8.94K.
  • Alphabet (Google) Class C made up 1.12% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #19 holding.
  • Smallwood Wealth Investment Management first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 19 quarters since.
  • 2,850 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.