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Sun Group Wealth Partners → BRK/A

Sun Group Wealth Partners BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.6M
Q1 2026$6.7M
Q2 2026$6.8M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M13.6K——
Q2 2026$6.8M13.7K——
Q1 2026$6.7M13.9K——
Q4 2025$6.6M13.1K——

Other funds holding BRK/A

Other Sun Group Wealth Partners positions

AAPL

APPLE INC

$16.5M
AAPL

APPLE INC

$14.4M
AAPL

APPLE INC

$14M
AAPL

APPLE INC

$12.7M
PLTR

PALANTIR TECHNOLOGIES INC

$11.3M
PLTR

PALANTIR TECHNOLOGIES INC

$11.2M
NVDA

NVIDIA CORPORATION

$10.7M
COST

COSTCO WHOLESALE CORPORATION

$10.2M