WG
BRK.A icon

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

Wealth Group’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 		$749K Buy
+1
New +$721K 0.19% 70

Other funds holding BRK.A

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Wealth Group opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 1 share worth $749K. The stake represents 0.19% of the portfolio and ranks #70 among its holdings.

437 funds tracked by Wall St. Rank hold BRK.A as of Q2 2026.

  • Wealth Group held 1 share of Berkshire Hathaway Class A worth $749K as of Q2 2026.
  • Berkshire Hathaway Class A was a new Wealth Group position in Q2 2026.
  • Berkshire Hathaway Class A made up 0.19% of Wealth Group's portfolio in Q2 2026, its #70 holding.
  • 437 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.