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Berkshire Hathaway shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Sterling Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2 691180.00
2024-06-30 $1.2M 2 612241.00
2023-12-31 $1.1M 2 542625.00
2023-09-30 $1.1M 2 531477.00
2023-06-30 $1.0M 2 517810.00
2023-03-31 $931k 2 465600.00
2022-12-31 $937k 2 468711.00

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

Top funds holding Berkshire Hathaway

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Vanguard Group
English Capital Management
Gardner Russo & Gardner
HighTower Advisors
Davis Selected Advisers
CPA Asset Management
Everett Harris & Co
Pnc Financial Services
Morgan Stanley
Hikari Tsushin

View all funds holding Berkshire Hathaway