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UP Strategic Wealth Investment Advisors’s Alphabet (Google) Class C GOOG Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$1.43M Buy
3,630
+2,070
+133% +$650K 0.9% 19
2025
Q4 		$504K Sell
1,560
-1,163
-43% -$333K 0.37% 46
2025
Q3 		$685K Sell
2,723
-489
-15% -$103K 0.51% 30
2025
Q2 		$570K Sell
3,212
-81
-2% -$13.4K 0.44% 37
2025
Q1 		$514K Buy
3,293
+7
+0.2% +$1.28K 0.46% 41
2024
Q4 		$626K Sell
3,286
-82
-2% -$14.5K 0.63% 29
2024
Q3 		$563K Buy
3,368
+258
+8% +$43.7K 0.63% 30
2024
Q2 		$570K Buy
3,110
+160
+5% +$27.2K 0.86% 26
2024
Q1 		$449K Hold
2,950
– – 0.73% 32
2023
Q4 		$416K Buy
+2,950
New +$400K 0.76% 32

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

UP Strategic Wealth Investment Advisors's GOOG Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Alphabet (Google) Class C (GOOG) stake by 133% in Q1 2026, buying an estimated $650K and bringing the position to 3,630 shares worth $1.43M. The position accounts for 0.9% of the portfolio, ranked #19.

UP Strategic Wealth Investment Advisors first reported a position in GOOG in Q4 2023 and has held it in 10 quarters since. 5,122 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 3,630 shares of Alphabet (Google) Class C worth $1.43M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 2,070 Alphabet (Google) Class C shares in Q1 2026, an estimated $650K.
  • Alphabet (Google) Class C made up 0.9% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Alphabet (Google) Class C in Q4 2023 and has held it in 10 quarters since.
  • 5,122 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.