Back to BRK/A
Ascentis Wealth Management, LLC → BRK/A
Ascentis Wealth Management, LLC BRK/A Position History
Berkshire Hathaway Inc., Class A
Quarters held
41
Latest value
$8.4M
Q2 2026
Peak value
$16.5M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $15.8M |
| Q1 2026 | $201K |
| Q1 2026 | $19K |
| Q1 2026 | $528K |
| Q1 2026 | $482K |
| Q1 2026 | $3.1M |
| Q1 2026 | $471K |
| Q1 2026 | $417K |
| Q1 2026 | $8.5M |
| Q2 2026 | $16.5M |
| Q2 2026 | $16.5M |
| Q2 2026 | $435K |
| Q2 2026 | $8.4M |
| Q2 2026 | $3.2M |
| Q2 2026 | $25K |
| Q2 2026 | $2K |
| Q2 2026 | $150K |
| Q2 2026 | $10K |
| Q2 2026 | $448K |
| Q2 2026 | $7K |
| Q2 2026 | $181K |
| Q2 2026 | $97K |
| Q2 2026 | $31K |
| Q2 2026 | $6K |
| Q2 2026 | $551K |
| Q2 2026 | $503K |
| Q2 2026 | $3.2M |
| Q2 2026 | $25K |
| Q2 2026 | $2K |
| Q2 2026 | $150K |
| Q2 2026 | $10K |
| Q2 2026 | $448K |
| Q2 2026 | $7K |
| Q2 2026 | $181K |
| Q2 2026 | $97K |
| Q2 2026 | $31K |
| Q2 2026 | $6K |
| Q2 2026 | $551K |
| Q2 2026 | $503K |
| Q2 2026 | $435K |
| Q2 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $8.4M | 16.7K | — | — |
| Q2 2026 | $435K | 870 | — | — |
| Q2 2026 | $503K | 1.0K | — | — |
| Q2 2026 | $551K | 1.1K | — | — |
| Q2 2026 | $6K | 11 | — | — |
| Q2 2026 | $31K | 62 | — | — |
| Q2 2026 | $97K | 193 | — | — |
| Q2 2026 | $181K | 362 | — | — |
| Q2 2026 | $7K | 13 | — | — |
| Q2 2026 | $448K | 895 | — | — |
| Q2 2026 | $10K | 20 | — | — |
| Q2 2026 | $150K | 300 | — | — |
| Q2 2026 | $2K | 4 | — | — |
| Q2 2026 | $25K | 50 | — | — |
| Q2 2026 | $3.2M | 6.4K | — | — |
| Q2 2026 | $503K | 782 | — | — |
| Q2 2026 | $551K | 4 | — | — |
| Q2 2026 | $6K | 44 | — | — |
| Q2 2026 | $31K | 105 | — | — |
| Q2 2026 | $97K | 273 | — | — |
| Q2 2026 | $181K | 39 | — | — |
| Q2 2026 | $7K | 8 | — | — |
| Q2 2026 | $448K | 18 | — | — |
| Q2 2026 | $10K | 56 | — | — |
| Q2 2026 | $150K | 18 | — | — |
| Q2 2026 | $2K | 19 | — | — |
| Q2 2026 | $25K | 20 | — | — |
| Q2 2026 | $3.2M | 19.9K | — | — |
| Q2 2026 | $8.4M | 16.7K | — | — |
| Q2 2026 | $435K | 870 | — | — |
| Q2 2026 | $16.5M | 22 | — | — |
| Q2 2026 | $16.5M | 22 | — | — |
| Q1 2026 | $8.5M | 17.6K | — | — |
| Q1 2026 | $417K | 870 | — | — |
| Q1 2026 | $471K | 982 | — | — |
| Q1 2026 | $3.1M | 6.4K | — | — |
| Q1 2026 | $482K | 1.0K | — | — |
| Q1 2026 | $528K | 1.1K | — | — |
| Q1 2026 | $19K | 39 | — | — |
| Q1 2026 | $201K | 419 | — | — |
| Q1 2026 | $15.8M | 22 | — | — |
Other funds holding BRK/A
$37.9B
$37.9B
$35.5B
$5.8B
$5.7B
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