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Berkshire Hathaway shares owned by Gray Private Wealth

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

Historical chart of Gray Private Wealth investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $441k 959 460.26
2024-06-30 $390k 958 406.80
2024-03-31 $403k 958 420.52

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway