Whelan Financial
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Whelan Financial’s Alphabet (Google) Class C GOOG Stock Holding History

Whelan Financial’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
Q3 		$4.93M Buy
14,479
+1,025
+8% +$353K 1.28% 14
2026
Q2 		$4.75M Buy
13,454
+12
+0.1% +$4.29K 1.29% 13
2026
Q1 		$3.86M Buy
13,442
+543
+4% +$171K 1.2% 13
2025
Q4 		$4.05M Buy
12,899
+1,740
+16% +$498K 1.26% 13
2025
Q3 		$2.72M Buy
11,159
+1,824
+20% +$383K 0.86% 15
2025
Q2 		$1.66M Buy
9,335
+1,541
+20% +$255K 0.6% 20
2025
Q1 		$1.22M Buy
7,794
+3,692
+90% +$676K 0.47% 20
2024
Q4 		$781K Buy
4,102
+892
+28% +$157K 0.31% 22
2024
Q3 		$537K Buy
3,210
+151
+5% +$25.6K 0.22% 25
2024
Q2 		$561K Buy
3,059
+193
+7% +$32.8K 0.25% 23
2024
Q1 		$436K Buy
2,866
+668
+30% +$96.4K 0.2% 29
2023
Q4 		$310K Sell
2,198
-110
-5% -$14.9K 0.14% 30
2023
Q3 		$304K Buy
2,308
+88
+4% +$11.4K 0.16% 26
2023
Q2 		$269K Hold
2,220
– – 0.14% 27
2023
Q1 		$231K Buy
+2,220
New +$214K 0.13% 27
2022
Q4 		– Sell
-2,220
Closed -$213K – 29
2022
Q3 		$213K Hold
2,220
– – 0.15% 27
2022
Q2 		$243K Buy
+2,220
New +$262K 0.16% 19

Other funds holding GOOG

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Whelan Financial's GOOG Position: Q3 2026 in Review

Whelan Financial increased its Alphabet (Google) Class C (GOOG) stake by 7.6% in Q3 2026, buying an estimated $353K and bringing the position to 14,479 shares worth $4.93M. The position accounts for 1.28% of the portfolio, ranked #14.

Whelan Financial first reported a position in GOOG in Q2 2022 and has held it in 17 quarters since. 2,541 funds tracked by Wall St. Rank hold GOOG as of Q3 2026.

  • Whelan Financial held 14,479 shares of Alphabet (Google) Class C worth $4.93M as of Q3 2026.
  • Whelan Financial bought 1,025 Alphabet (Google) Class C shares in Q3 2026, an estimated $353K.
  • Alphabet (Google) Class C made up 1.28% of Whelan Financial's portfolio in Q3 2026, its #14 holding.
  • Whelan Financial first reported a position in Alphabet (Google) Class C in Q2 2022 and has held it in 17 quarters since.
  • 2,541 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.