Berkshire Hathaway 13F: Purchases Outweighed Sales; Alphabet Most Traded in Q2
Major purchases during the June quarter included another 24.5 million shares of Alphabet Class A.
Greggory Warren, CFA
Greggory Warren, CFA, is a senior equity analyst for Morningstar.
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We think Berkshire Hathaway stock is moderately undervalued.
Berkshire Hathaway 13F: Abel Takes Hard Look at Portfolio; Sales Outweigh Purchases
We think Berkshire Hathaway stock is moderately undervalued.
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We think Berkshire Hathaway stock is moderately undervalued.
Berkshire Hathaway Earnings: Cash Hits Record $380 Billion on Stock Sales and Solid Q1 Results
We think Berkshire Hathaway stock is moderately undervalued.
Janus Henderson: Victory Capital Increases Bid to Try to Win Over Shareholders
We think Janus Henderson Investors stock is fairly valued.
Berkshire Hathaway After Warren Buffett: An Early Read on What Investors Can Expect
And whether Berkshire stock is still a buy without Buffett in charge.
Berkshire Hathaway Earnings: Cash Hits Record $373 Billion on Mostly Solid Results Across the Firm
We think Berkshire Hathaway stock is fairly valued.
Berkshire Hathaway: Apple and BofA Sales Fund Purchases of Chevron, Chubb, NYT, Domino’s, and Lamar
We think Berkshire Hathaway stock is fairly valued.
Janus Henderson: Acquisition of Richard Bernstein Advisors Expands Portfolio
We think Janus Henderson stock is fairly valued.
Berkshire Hathaway: Exiting Kraft Heinz Could Be First Move to Pare Down Equity Investment Portfolio
Berkshire’s reported cost basis for its stake in Kraft Heinz at the end of the third quarter of 2025 was above the stock’s trading value.
BlackRock Earnings: Market Gains and Record Inflows Drive AUM and Revenue to New Highs
We expect to increase our fair value estimate of BlackRock stock.
Berkshire Hathaway: Combs’ Departure Leaves Investment Portfolio Duties in Hands of Abel and Others
Combs’ departure was unexpected but not surprising.
Berkshire Hathaway: Apple, Bank of America, and Verisign Sales Offset by Alphabet and Chubb Buys
We think Berkshire Hathaway stock is fairly valued.
Berkshire Hathaway Earnings: Cash Balances Hit USD 358 Billion on Mostly Solid Results Across the Firm
We think Berkshire Hathaway stock is moderately undervalued.
Berkshire Hathaway: Occidental Deal Likely to be Funded by Redemption of Preferred Stock Holdings
Berkshire may be taking advantage of Occidental’s need to reduce its sizable debt load.
After Earnings, Is Berkshire Hathaway Stock a Buy, a Sell, or Fairly Valued?
With a large collection of diversified firms and a healthy cash flow, here’s what we think of Berkshire Hathaway’s stock.
Berkshire Hathaway Buys UnitedHealth and Reveals Mystery Stocks
Berkshire has been quietly buying D.R. Horton, Lennar, and Nucor.
Berkshire Hathaway Earnings: Solid Insurance Results Continue to Buoy Revenue and Profitability
We think Berkshire stock is slightly undervalued.
Berkshire Hathaway: No New Money Purchases During Q1; Constellation Brands Stake Raised to 6.6%
Bank of America stake cut further, Citibank exit complete.
After Earnings, Is Berkshire Hathaway Stock a Buy, a Sell, or Fairly Valued?
Looking at a solid core performance, insurance headwinds, and Buffett’s retirement, here’s what we think of Berkshire stock.
Berkshire Hathaway: 5 Key Takeaways From the Annual Meeting
Warren Buffett names Greg Abel as successor in a surprise move, sparking fresh scrutiny of Berkshire’s leadership, cash buildup, and share valuation.
Berkshire Hathaway Earnings: Solid Results Despite Catastrophe Losses and Tariff Uncertainty
Warren Buffett’s company ended the first quarter with a record $333.3 billion in cash and cash equivalents.
