Sun Group Wealth Partners »

Berkshire Hathaway shares owned by Sun Group Wealth Partners

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

Historical chart of Sun Group Wealth Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Sun Group Wealth Partners 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 Sun Group Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 14k 479.20

More positions owned by Sun Group Wealth Partners

Apple (AAPL)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Netflix (NFLX)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sun Group Wealth Partners

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway