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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BRK/B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BRK/B Position History
BERKSHIRE HATHAWAY INC DEL
Quarters held
9
Latest value
$397.7M
Q3 2026
Peak value
$539.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $531.7M |
| Q4 2025 | $539.1M |
| Q1 2026 | $465.6M |
| Q2 2026 | $720K |
| Q2 2026 | $1.2M |
| Q2 2026 | $347.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $767K |
| Q3 2026 | $397.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $397.7M | 798.5K | — | — |
| Q3 2026 | $767K | 1.5K | — | — |
| Q3 2026 | $1.3M | 2.5K | — | — |
| Q2 2026 | $347.1M | 723.1K | — | — |
| Q2 2026 | $1.2M | 2.5K | — | — |
| Q2 2026 | $720K | 1.5K | — | — |
| Q1 2026 | $465.6M | 992.5K | — | — |
| Q4 2025 | $539.1M | 1.08M | — | — |
| Q3 2025 | $531.7M | 1.06M | — | — |
Other funds holding BRK/B
$76.4B
$70.8B
$70.5B
$69.5B
$38.5B
$37.9B
$37.9B
$37.2B