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Berkshire Hathaway shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Berkshire Hathaway

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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
2024-06-30 $246k 605 406.80
2023-12-31 $251k 705 356.66

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Fs Kkr Capital Corp (FSK)

View all positions for Sterling Group Wealth Management

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway