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Adapt Investment Managers’s Berkshire Hathaway Class B BRK.B Stock Holding History

Adapt Investment Managers’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
Q2 		$53.5M Hold
107,000
– – 0.43% 37
2026
Q1 		$51.3M Buy
+107,000
New +$52.5M 0.68% 28

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Adapt Investment Managers's BRK.B Position: Q2 2026 in Review

Adapt Investment Managers sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2026, closing a stake of 6,192 shares — an estimated $2.98M sold.

Adapt Investment Managers first reported a position in BRK.B in Q1 2026 and held it in 1 quarter. The position peaked at $2.97M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Adapt Investment Managers reported no remaining Berkshire Hathaway Class B position as of Q2 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 6,192 Berkshire Hathaway Class B shares in Q2 2026, an estimated $2.98M.
  • Adapt Investment Managers first reported a position in Berkshire Hathaway Class B in Q1 2026 and held it in 1 quarter.
  • Adapt Investment Managers's Berkshire Hathaway Class B position peaked at $2.97M in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.