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Synergy Financial Group’s Alphabet (Google) Class C GOOG Stock Holding History

Synergy Financial Group’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
Q1 		$5.89M Sell
20,525
-336
-2% -$106K 4.42% 5
2025
Q4 		$6.55M Sell
20,861
-714
-3% -$205K 4.6% 5
2025
Q3 		$5.25M Buy
21,575
+472
+2% +$99.2K 3.54% 7
2025
Q2 		$3.74M Buy
21,103
+2,088
+11% +$345K 2.76% 11
2025
Q1 		$2.97M Buy
19,015
+25
+0.1% +$4.58K 2.67% 11
2024
Q4 		$3.62M Sell
18,990
-703
-4% -$124K 3.02% 10
2024
Q3 		$3.29M Buy
19,693
+930
+5% +$157K 3.13% 9
2024
Q2 		$3.44M Sell
18,763
-124
-0.7% -$21.1K 3.61% 8
2024
Q1 		$2.88M Sell
18,887
-140
-0.7% -$20.2K 3.24% 9
2023
Q4 		$2.68M Sell
19,027
-203
-1% -$27.5K 3.29% 7
2023
Q3 		$2.54M Buy
19,230
+2,432
+14% +$316K 3.54% 7
2023
Q2 		$2.03M Sell
16,798
-494
-3% -$57.2K 2.74% 9
2023
Q1 		$1.8M Sell
17,292
-748
-4% -$72.2K 2.93% 10
2022
Q4 		$1.6M Sell
18,040
-1,255
-7% -$120K 3.16% 7
2022
Q3 		$1.85M Sell
19,295
-505
-3% -$56.4K 2.78% 7
2022
Q2 		$2.17M Sell
19,800
-1,800
-8% -$213K 3.4% 6
2022
Q1 		$3.02M Sell
21,600
-40
-0.2% -$5.44K 3.17% 7
2021
Q4 		$3.13M Buy
+21,640
New +$3.13M 2.81% 8

Other funds holding GOOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Financial Group's GOOG Position: Q1 2026 in Review

Synergy Financial Group reduced its Alphabet (Google) Class C (GOOG) stake by 1.6% in Q1 2026, selling an estimated $106K and leaving 20,525 shares worth $5.89M. The position accounts for 4.42% of the portfolio, ranked #5.

Synergy Financial Group first reported a position in GOOG in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.55M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Synergy Financial Group held 20,525 shares of Alphabet (Google) Class C worth $5.89M as of Q1 2026.
  • Synergy Financial Group sold 336 Alphabet (Google) Class C shares in Q1 2026, an estimated $106K.
  • Alphabet (Google) Class C made up 4.42% of Synergy Financial Group's portfolio in Q1 2026, its #5 holding.
  • Synergy Financial Group first reported a position in Alphabet (Google) Class C in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Alphabet (Google) Class C position peaked at $6.55M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.