Xcel Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.8M Sell
6,288
-327
-5% -$103K 0.5% 55
2025
Q4
$2.08M Hold
6,615
0.53% 51
2025
Q3
$1.61M Hold
6,615
0.42% 56
2025
Q2
$1.17M Sell
6,615
-645
-9% -$107K 0.33% 61
2025
Q1
$1.13M Hold
7,260
0.35% 59
2024
Q4
$1.38M Hold
7,260
0.38% 52
2024
Q3
$1.21M Hold
7,260
0.36% 56
2024
Q2
$1.33M Sell
7,260
-300
-4% -$51K 0.42% 49
2024
Q1
$1.15M Hold
7,560
0.36% 52
2023
Q4
$1.07M Sell
7,560
-682
-8% -$92.5K 0.37% 51
2023
Q3
$1.09M Sell
8,242
-9,353
-53% -$1.22M 0.43% 50
2023
Q2
$2.13M Sell
17,595
-950
-5% -$110K 0.67% 42
2023
Q1
$1.93M Buy
18,545
+1,110
+6% +$107K 0.68% 44
2022
Q4
$1.55M Buy
17,435
+447
+3% +$42.7K 0.61% 44
2022
Q3
$1.63M Buy
16,988
+508
+3% +$56.7K 0.61% 45
2022
Q2
$1.8M Buy
16,480
+1,160
+8% +$137K 0.66% 44
2022
Q1
$2.14M Buy
15,320
+3,320
+28% +$451K 0.59% 52
2021
Q4
$1.74M Sell
12,000
-480
-4% -$69.4K 0.45% 58
2021
Q3
$1.66M Buy
12,480
+720
+6% +$99.3K 0.48% 56
2021
Q2
$1.47M Buy
11,760
+60
+0.5% +$7.15K 0.44% 56
2021
Q1
$1.21M Buy
11,700
+20
+0.2% +$1.98K 0.43% 55
2020
Q4
$1.02M Hold
11,680
0.44% 53
2020
Q3
$858K Hold
11,680
0.44% 53
2020
Q2
$825K Hold
11,680
0.51% 44
2020
Q1
$679K Hold
11,680
0.61% 42
2019
Q4
$780K Hold
11,680
0.65% 39
2019
Q3
$711K Hold
11,680
0.66% 39
2019
Q2
$631K Sell
11,680
-600
-5% -$34.6K 0.62% 38
2019
Q1
$720K Sell
12,280
-1,100
-8% -$61.7K 0.74% 40
2018
Q4
$692K Buy
+13,380
New +$716K 0.85% 31

Other funds holding GOOG

Xcel Wealth Management's GOOG Position: Q1 2026 in Review

Xcel Wealth Management reduced its Alphabet (Google) Class C (GOOG) stake by 4.9% in Q1 2026, selling an estimated $103K and leaving 6,288 shares worth $1.8M. The position accounts for 0.5% of the portfolio, ranked #55.

Xcel Wealth Management first reported a position in GOOG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.14M in Q1 2022. 5,117 funds tracked by Wall St. Rank hold GOOG as of Q1 2026.

  • Xcel Wealth Management held 6,288 shares of Alphabet (Google) Class C worth $1.8M as of Q1 2026.
  • Xcel Wealth Management sold 327 Alphabet (Google) Class C shares in Q1 2026, an estimated $103K.
  • Alphabet (Google) Class C made up 0.5% of Xcel Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Xcel Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Alphabet (Google) Class C position peaked at $2.14M in Q1 2022.
  • 5,117 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.