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BRK/BBRK/B
21 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

EP Wealth Advisors, LLC holds 255,949 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B), worth $128.1M as of 2026-Q2. The position was increased (+12.4% shares). BRK/B represents 0.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$128.1M

Current Shares

255,949

Total Value Change

+$122.7M

Total Shares Change

+229,851

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
255,949
+12.4%
$128.1M0.5%$500.39
41
2026-Q1
Decreased
227,644
-4.2%
$109.1M0.5%$481.36
0
2025-Q4
Increased
237,648
+4.2%
$119.5M0.6%$503.71
44
2025-Q2
Increased
228,074
+11.6%
$110.8M0.7%$485.68
47
2025-Q1
New
204,449
-
$108.9M0.9%$526.31
59
2024-Q2
Exited
0
-100.0%
$00.0%$406.80
0
2024-Q1
Increased
214,349
+1.0%
$90.1M1.1%$420.52
47
2023-Q4
New
212,291
-
$75.7M1.0%$356.66
58
2022-Q4
Exited
0
-100.0%
$00.0%$308.90
0
2022-Q3
Increased
116,990
+70.5%
$31.2M0.7%$269.58
61
2022-Q2
Increased
68,609
+3.0%
$18.7M0.4%$273.49
35
2022-Q1
Decreased
66,603
-5.5%
$23.5M0.5%$357.61
0
2021-Q4
Increased
70,498
+4.5%
$21.1M0.5%$299.98
36
2021-Q3
Decreased
67,490
-0.4%
$18.4M0.5%$277.29
0
2021-Q2
Decreased
67,735
-2.5%
$18.8M0.5%$276.21
0
2021-Q1
Increased
69,450
+8.9%
$17.7M0.6%$258.19
43
2020-Q4
New
63,755
-
$14.8M0.5%$229.65
55
2020-Q2
Exited
0
-100.0%
$00.0%$177.19
0
2020-Q1
New
64,862
-
$11.9M0.6%$183.18
54
2019-Q1
Exited
0
-100.0%
$00.0%$200.89
0
2018-Q4
New
26,098
-
$5.3M0.4%$202.08
45

Other major holders of BRK/B: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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