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Berkshire Hathaway shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $758k 1.5k 502.65

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Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas
H&H International Investment
Dimensional Fund Advisors

View all funds holding Berkshire Hathaway