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

Shepherd 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	$1.27M	Buy	+2,516	New	+$1.81B	0.7%	16

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 $104B AUM 28.3% 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

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

Shepherd Wealth Management opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 2,516 shares worth $1.27M. The stake represents 0.7% of the portfolio and ranks #16 among its holdings.

1,417 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

Shepherd Wealth Management held 2,516 shares of Berkshire Hathaway Class A worth $1.27M as of Q2 2026.
Berkshire Hathaway Class A was a new Shepherd Wealth Management position in Q2 2026.
Berkshire Hathaway Class A made up 0.7% of Shepherd Wealth Management's portfolio in Q2 2026, its #16 holding.
1,417 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.