Total Wealth Planning & Management’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$347K Buy
1,210
+130
+12% +$40.8K 0.26% 135
2025
Q4
$339K Buy
+1,080
New +$309K 0.25% 132
2025
Q1
Sell
-3,075
Closed -$586K 210
2024
Q4
$586K Buy
+3,075
New +$543K 0.53% 56

Other funds holding GOOG

Total Wealth Planning & Management's GOOG Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Alphabet (Google) Class C (GOOG) stake by 12% in Q1 2026, buying an estimated $40.8K and bringing the position to 1,210 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #135.

Total Wealth Planning & Management first reported a position in GOOG in Q4 2024 and has held it in 3 quarters since. The position peaked at $586K in Q4 2024. 5,119 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Total Wealth Planning & Management held 1,210 shares of Alphabet (Google) Class C worth $347K as of Q1 2026.
  • Total Wealth Planning & Management bought 130 Alphabet (Google) Class C shares in Q1 2026, an estimated $40.8K.
  • Alphabet (Google) Class C made up 0.26% of Total Wealth Planning & Management's portfolio in Q1 2026, its #135 holding.
  • Total Wealth Planning & Management first reported a position in Alphabet (Google) Class C in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Alphabet (Google) Class C position peaked at $586K in Q4 2024.
  • 5,119 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.