Position history for AE Wealth Management LLC's holdings in BERKSHIRE HATHAWAY INC DEL
AE Wealth Management LLC holds 276,221 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $132.4M as of 2026-Q1. The position was increased (+3.9% shares). BRK/B represents 0.7% of AE Wealth Management LLC's portfolio.
Current Value
$132.4M
Current Shares
276,221
Total Value Change
+$51.2M
Total Shares Change
+76,625
Other major holders of BRK/B: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 276,221 |
+3.9% |
| $132.4M |
| 0.7% |
| $481.36 |
44 |
| 2025-Q4 | Decreased | 265,883 | -4.4% | $133.6M | 0.8% | $503.71 | 0 |
| 2025-Q3 | Increased | 278,076 | +12.6% | $139.8M | 0.9% | $499.25 | 48 |
| 2025-Q2 | Increased | 246,971 | +6.8% | $120M | 0.9% | $485.68 | 45 |
| 2025-Q1 | Increased | 231,310 | +3.2% | $123.2M | 1.0% | $526.31 | 49 |
| 2024-Q4 | Increased | 224,212 | +8.1% | $101.6M | 0.9% | $452.16 | 46 |
| 2024-Q3 | Increased | 207,456 | +3.9% | $95.5M | 0.9% | $457.47 | 44 |
| 2024-Q2 | Increased | 199,596 | +1.0% | $81.2M | 0.8% | $406.80 | 42 |