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Berkshire Hathaway shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $669k 1.3k 502.74
2025-06-30 $646k 1.3k 485.77

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Qualcomm (QCOM)
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Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway