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BRK/BBRK/B
30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in BERKSHIRE HATHAWAY INC-CL B

Steward Partners Investment Advisory, LLC holds 220,339 shares of BRK/B (BERKSHIRE HATHAWAY INC-CL B), worth $110.3M as of 2026-Q2. The position was decreased (-22.6% shares). BRK/B represents 0.6% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$110.3M

Current Shares

220,339

Total Value Change

+$98.6M

Total Shares Change

+162,219

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
220,339
-22.6%
$110.3M0.6%$500.39
0
2026-Q1
Increased
284,657
+4.7%
$136.4M0.7%$481.36
45
2025-Q4
Increased
271,852
+13.2%
$136.6M0.7%$503.71
48
2025-Q3
Increased
240,265
+32.7%
$120.8M0.7%$499.25
54
2025-Q2
Increased
181,069
+0.6%
$88M0.7%$485.68
42
2025-Q1
Decreased
180,008
-2.8%
$95.9M0.8%$526.31
0
2024-Q4
Increased
185,137
+0.4%
$83.9M0.7%$452.16
42
2024-Q3
Increased
184,389
+17.5%
$84.9M0.8%$457.47
49
2024-Q2
Increased
156,918
+5.0%
$63.8M0.7%$406.80
44
2024-Q1
Increased
149,382
+25.3%
$62.8M0.7%$420.52
51
2023-Q4
Increased
119,224
+3.8%
$42.5M0.6%$356.66
43
2023-Q3
Increased
114,881
+5.2%
$40.2M0.6%$350.30
43
2023-Q2
Increased
109,239
+2.6%
$37.3M0.6%$336.91
42
2023-Q1
Increased
106,456
+1.4%
$32.9M0.5%$305.08
41
2022-Q4
Increased
105,001
+6.7%
$32.4M0.6%$308.90
43
2022-Q3
Increased
98,451
+12.3%
$26.3M0.5%$269.58
38
2022-Q2
Increased
87,635
+2.6%
$23.9M0.4%$273.49
35
2022-Q1
Increased
85,421
+1.1%
$30.1M0.5%$357.61
35
2021-Q4
Increased
84,476
+0.0%
$25.3M0.4%$299.98
34
2021-Q3
Increased
84,443
+0.7%
$23M0.4%$277.29
34
2021-Q2
Decreased
83,855
-57.4%
$23.3M0.4%$276.21
0
2021-Q1
Increased
196,900
+132.0%
$25.2B0.4%$258.19
62
2020-Q4
Decreased
84,858
-5.4%
$19.7M0.4%$229.65
0
2020-Q3
Increased
89,695
+7.3%
$19.1M0.5%$210.44
36
2020-Q2
Increased
83,605
+20.8%
$14.9M0.4%$177.19
40
2020-Q1
Increased
69,228
+7.2%
$12.7M0.5%$183.18
36
2019-Q4
Decreased
64,610
-0.0%
$14.6M0.4%$225.76
0
2019-Q3
Increased
64,639
+2.4%
$13.4M0.5%$207.45
34
2019-Q2
Increased
63,127
+8.6%
$13.5M0.5%$213.17
36
2019-Q1
New
58,120
-
$11.7M0.5%$200.89
46

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

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