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Wingate Wealth Advisors, Inc. → BRK/A

Wingate Wealth Advisors, Inc. BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$4.8M
Q3 2026
Peak value
$7.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.1M
Q1 2026$5.3M
Q2 2026$5M
Q3 2026$4.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.8M9.7K——
Q2 2026$5M10.0K——
Q1 2026$5.3M11.0K——
Q4 2025$7.1M14.1K——

Other funds holding BRK/A

Other Wingate Wealth Advisors, Inc. positions

BX

VANGUARD SPECIALIZED FUNDS

$28.5M
BX

VANGUARD SPECIALIZED FUNDS

$28M
BX

VANGUARD SPECIALIZED FUNDS

$21.7M
VGES

VANGUARD MALVERN FDS

$20.4M
BX

VANGUARD SPECIALIZED FUNDS

$19.4M
VGES

VANGUARD MALVERN FDS

$18.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.4M
VGES

VANGUARD MALVERN FDS

$14.6M