Carolina Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Carolina Wealth Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	+2	New	+$1.44M	0.69%	32

Other funds holding BRK.A

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HTI

Hikari Tsushin Inc Tokyo, Japan $1.51B AUM 13.71% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Carolina Wealth Management's BRK.A Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 2 shares worth $1.5M. The stake represents 0.69% of the portfolio and ranks #32 among its holdings.

1,409 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

Carolina Wealth Management held 2 shares of Berkshire Hathaway Class A worth $1.5M as of Q2 2026.
Berkshire Hathaway Class A was a new Carolina Wealth Management position in Q2 2026.
Berkshire Hathaway Class A made up 0.69% of Carolina Wealth Management's portfolio in Q2 2026, its #32 holding.
1,409 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.