Rothwell Investment Advisors, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$260K	Buy	+522	New	+$263K	0.14%	141

Other funds holding BRK.B

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BRK.B Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 522 shares worth $260K. The stake represents 0.14% of the portfolio and ranks #141 among its holdings.

3,092 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Rothwell Investment Advisors, LLC held 522 shares of Berkshire Hathaway Class B worth $260K as of Q3 2026.
Berkshire Hathaway Class B was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Berkshire Hathaway Class B made up 0.14% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #141 holding.
3,092 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.