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Blue Zone Wealth Advisors, LLC → BRK/A

Blue Zone Wealth Advisors, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$8.2M
Q3 2026
Peak value
$8.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.7M
Q1 2026$8.2M
Q2 2026$8.4M
Q3 2026$8.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.2M16.6K——
Q2 2026$8.4M16.7K——
Q1 2026$8.2M17.2K——
Q4 2025$8.7M17.3K——

Other funds holding BRK/A

Other Blue Zone Wealth Advisors, LLC positions

QQQ

INVESCO QQQ TR

$44.1M
AMZN

AMAZON COM INC

$43.6M
QQQ

INVESCO QQQ TR

$43.1M
AMZN

AMAZON COM INC

$41.3M
NVDA

NVIDIA CORPORATION

$36.8M
MSFT

MICROSOFT CORP

$35.6M
AAPL

APPLE INC

$35M
SPCX

SPACE EXPLORATION TECHN CORP

$35M