Troutman Wealth Management »

Berkshire Hathaway shares owned by Troutman Wealth Management

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

Historical chart of Troutman Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Troutman Wealth Management 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 Troutman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 478 479.20

More positions owned by Troutman Wealth Management

Capital Grp Fixed Incm Etf T Comm (CGCP)
Vanguard Bd Index Fds Comm (BND)
Vanguard Whitehall Fds Comm (VYMI)
Capital Group Intl Focus Eqt Comm (CGXU)
Capital Group Growth Etf Comm (CGGR)
Capital Group Conservative E Comm (CGCV)
Capital Grp Fixed Incm Etf T Comm (CGMS)
Spdr Series Trust Comm (SPTS)
Vanguard Index Fds Comm (VTV)
J P Morgan Exchange Traded F Comm (JEPI)
Vanguard Index Fds Comm (VUG)
Vanguard Bd Index Fds Comm (BLV)
First Tr Exchange-traded A Comm (FYX)
American Centy Etf Tr Comm (AVUV)
First Tr Exchange-traded Comm (FVD)

View all positions for Troutman Wealth Management

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