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Berkshire Hathaway shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $269k 554 485.77
2025-03-31 $295k 554 532.58
2024-12-31 $251k 554 453.28

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View all positions for Centricity Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Jpmorgan Chase & Co
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Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
FMR

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