Position history for EP Wealth Advisors, LLC's holdings in BERKSHIRE HATHAWAY INC DEL
EP Wealth Advisors, LLC holds 227,644 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $109.1M as of 2026-Q1. The position was decreased (-4.2% shares). BRK/B represents 0.5% of EP Wealth Advisors, LLC's portfolio.
Current Value
$109.1M
Current Shares
227,644
Total Value Change
+$109.1M
Total Shares Change
+227,644
Other major holders of BRK/B: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 227,644 |
-4.2% |
| $109.1M |
| 0.5% |
| $481.36 |
0 |
| 2025-Q4 | Increased | 237,648 | +4.2% | $119.5M | 0.6% | $503.71 | 44 |
| 2025-Q2 | Increased | 228,074 | +11.6% | $110.8M | 0.7% | $485.68 | 47 |
| 2025-Q1 | New | 204,449 | - | $108.9M | 0.9% | $526.31 | 59 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $406.80 | 0 |