Position history for AE Wealth Management LLC's holdings in BERKSHIRE HATHAWAY INC DEL
AE Wealth Management LLC holds 265,883 shares of BRK/B (BERKSHIRE HATHAWAY INC DEL), worth $133.6M as of 2025-Q4. The position was decreased (-4.4% shares). BRK/B represents 0.8% of AE Wealth Management LLC's portfolio.
Current Value
$133.6M
Current Shares
265,883
Total Value Change
+$52.5M
Total Shares Change
+66,287
Other major holders of BRK/B: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 265,883 |
-4.4% |
| $133.6M |
| 0.8% |
| — |
0 |
| 2025-Q3 | Increased | 278,076 | +12.6% | $139.8M | 0.9% | — | 48 |
| 2025-Q2 | Increased | 246,971 | +6.8% | $120M | 0.9% | — | 45 |
| 2025-Q1 | Increased | 231,310 | +3.2% | $123.2M | 1.0% | — | 49 |
| 2024-Q4 | Increased | 224,212 | +8.1% | $101.6M | 0.9% | — | 46 |
| 2024-Q3 | Increased | 207,456 | +3.9% | $95.5M | 0.9% | — | 44 |
| 2024-Q2 | Increased | 199,596 | +1.0% | $81.2M | 0.8% | — | 42 |