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
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: Q1 2026 in Review

Total Wealth Planning & Management reduced its Alphabet (Google) Class A (GOOGL) stake by 18% in Q1 2026, selling an estimated $480K and leaving 7,058 shares worth $2.03M. The position accounts for 1.5% of the portfolio, ranked #9.

Total Wealth Planning & Management first reported a position in GOOGL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.69M in Q4 2025. 5,615 funds tracked by Wall St. Rank hold GOOGL as of Q1 2026.

  • Total Wealth Planning & Management held 7,058 shares of Alphabet (Google) Class A worth $2.03M as of Q1 2026.
  • Total Wealth Planning & Management sold 1,529 Alphabet (Google) Class A shares in Q1 2026, an estimated $480K.
  • Alphabet (Google) Class A made up 1.5% of Total Wealth Planning & Management's portfolio in Q1 2026, its #9 holding.
  • Total Wealth Planning & Management first reported a position in Alphabet (Google) Class A in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Alphabet (Google) Class A position peaked at $2.69M in Q4 2025.
  • 5,615 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q1 2026.

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