Woodward Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Woodward Financial Advisors’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	0.25%	29

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

Woodward Financial Advisors's BRK.A Position: Q2 2026 in Review

Woodward Financial Advisors opened a new position in Berkshire Hathaway Class A (BRK.A) in Q2 2026: 1 share worth $749K. The stake represents 0.25% of the portfolio and ranks #29 among its holdings.

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

Woodward Financial Advisors held 1 share of Berkshire Hathaway Class A worth $749K as of Q2 2026.
Berkshire Hathaway Class A was a new Woodward Financial Advisors position in Q2 2026.
Berkshire Hathaway Class A made up 0.25% of Woodward Financial Advisors's portfolio in Q2 2026, its #29 holding.
1,409 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.