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Berkshire Hathaway shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $663k 1.4k 479.20
2026-03-31 $495k 990 500.39
2025-12-31 $555k 1.1k 502.65

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Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Northern Trust
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
Bank of New York Mellon
FMR
Vanguard Fiduciary Trust

View all funds holding Berkshire Hathaway