Total Wealth Planning & Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.52M Buy
7,326
+18
+0.2% +$6.25K 1.87% 6
2026
Q2
$2.61M Buy
7,308
+250
+4% +$90K 1.77% 7
2026
Q1
$2.03M Sell
7,058
-1,529
-18% -$480K 1.5% 9
2025
Q4
$2.69M Buy
+8,587
New +$2.45M 1.99% 8
2025
Q2
$1.5M Buy
8,522
+904
+12% +$148K 1.22% 13
2025
Q1
$1.18M Sell
7,618
-947
-11% -$172K 1.12% 20
2024
Q4
$1.62M Buy
+8,565
New +$1.5M 1.47% 12

Other funds holding GOOGL

Total Wealth Planning & Management's GOOGL Position: Q3 2026 in Review

Total Wealth Planning & Management increased its Alphabet (Google) Class A (GOOGL) stake by 0.25% in Q3 2026, buying an estimated $6.25K and bringing the position to 7,326 shares worth $2.52M. The position accounts for 1.87% of the portfolio, ranked #6.

Total Wealth Planning & Management first reported a position in GOOGL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold GOOGL as of Q3 2026.

  • Total Wealth Planning & Management held 7,326 shares of Alphabet (Google) Class A worth $2.52M as of Q3 2026.
  • Total Wealth Planning & Management bought 18 Alphabet (Google) Class A shares in Q3 2026, an estimated $6.25K.
  • Alphabet (Google) Class A made up 1.87% of Total Wealth Planning & Management's portfolio in Q3 2026, its #6 holding.
  • Total Wealth Planning & Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 7 quarters since.
  • Total Wealth Planning & Management's Alphabet (Google) Class A position peaked at $2.69M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.