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