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Welch Financial Planning’s Alphabet (Google) Class A GOOGL Stock Holding History

Welch Financial Planning’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
2,996
+336
+13% +$121K 0.62% 28
2026
Q1 		$765K Buy
2,660
+230
+9% +$72.3K 0.55% 30
2025
Q4 		$761K Buy
+2,430
New +$694K 0.55% 31

Other funds holding GOOGL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Welch Financial Planning's GOOGL Position: Q2 2026 in Review

Welch Financial Planning increased its Alphabet (Google) Class A (GOOGL) stake by 13% in Q2 2026, buying an estimated $121K and bringing the position to 2,996 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #28.

Welch Financial Planning first reported a position in GOOGL in Q4 2025 and has held it in 3 quarters since. 3,553 funds tracked by Wall St. Rank hold GOOGL as of Q2 2026.

  • Welch Financial Planning held 2,996 shares of Alphabet (Google) Class A worth $1.07M as of Q2 2026.
  • Welch Financial Planning bought 336 Alphabet (Google) Class A shares in Q2 2026, an estimated $121K.
  • Alphabet (Google) Class A made up 0.62% of Welch Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Welch Financial Planning first reported a position in Alphabet (Google) Class A in Q4 2025 and has held it in 3 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.