Advus Financial Partners, LLC’s Berkshire Hathaway Class A BRK.A Stock Holding History

Advus Financial Partners, LLC’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 Q1	–	Sell	-1	Closed	-$755K	–	248
2025 Q4	$755K	Hold	1	–	–	0.18%	83
2025 Q3	$754K	Hold	1	–	–	0.18%	87
2025 Q2	$729K	Hold	1	–	–	0.19%	85
2025 Q1	$798K	Hold	1	–	–	0.22%	71
2024 Q4	$681K	Hold	1	–	–	0.19%	77
2024 Q3	$691K	Hold	1	–	–	0.2%	76
2024 Q2	$612K	Sell	1 -3	-75%	-$1.85M	0.19%	79
2024 Q1	$2.54M	Hold	4	–	–	0.78%	27
2023 Q4	$2.17M	Sell	4 -2	-33%	-$1.07M	0.75%	29
2023 Q3	$3.19M	Buy	6 +5	+500%	+$2.69M	1.25%	19
2023 Q2	$518K	Hold	1	–	–	0.2%	71
2023 Q1	$466K	Hold	1	–	–	0.19%	78
2022 Q4	$469K	Hold	1	–	–	0.2%	75
2022 Q3	$406K	Hold	1	–	–	0.22%	73
2022 Q2	$409K	Hold	1	–	–	0.22%	70
2022 Q1	$529K	Buy	+1	New	+$485K	0.27%	58
2021 Q3	$451K	Buy	+1	New	+$423K	0.25%	48

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

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

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Advus Financial Partners, LLC's BRK.A Position: Q1 2026 in Review

Advus Financial Partners, LLC sold out of Berkshire Hathaway Class A (BRK.A) in Q1 2026, closing a stake of 1 share — an estimated $755K sold.

Advus Financial Partners, LLC first reported a position in BRK.A in Q3 2021 and held it in 17 quarters. The position peaked at $3.19M in Q3 2023. 1,426 funds tracked by Wall St. Rank hold BRK.A as of Q1 2026.

Advus Financial Partners, LLC reported no remaining Berkshire Hathaway Class A position as of Q1 2026 after selling out during the quarter.
Advus Financial Partners, LLC sold 1 Berkshire Hathaway Class A share in Q1 2026, an estimated $755K.
Advus Financial Partners, LLC first reported a position in Berkshire Hathaway Class A in Q3 2021 and held it in 17 quarters.
Advus Financial Partners, LLC's Berkshire Hathaway Class A position peaked at $3.19M in Q3 2023.
1,426 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q1 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2026, filed 25 Aug 2026.