Monterey Private Wealth »

Berkshire Hathaway shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $34M 42 798441.60

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding Berkshire Hathaway

Regions Bank
FMR
First Manhattan
Vista Capital Partners
Vanguard Group
360 Financial
CIBC World Markets
Natural Investments
HighTower Advisors
Gardner Russo & Gardner
Everett Harris & Co
Hikari Tsushin
Markel Corporation
Pnc Financial Services
Paralel Advisors

View all funds holding Berkshire Hathaway