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Arkadios Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$95.8K Hold
200
– – ﹤0.01% 1626
2025
Q4 		$101K Sell
200
-300
-60% -$149K ﹤0.01% 1493
2025
Q3 		$251K Buy
500
+300
+150% +$145K 0.01% 1230
2025
Q2 		$97.2K Hold
200
– – ﹤0.01% 1256
2025
Q1 		$107K Hold
200
– – ﹤0.01% 1070
2024
Q4 		$90.7K Hold
200
– – ﹤0.01% 892
2024
Q3 		$92.1K Hold
200
– – 0.01% 879
2024
Q2 		$81.4K Buy
+200
New +$81.7K 0.01% 804

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's BRK.B Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 13% in Q1 2026, selling an estimated $4.72M and leaving 63,678 shares worth $30.5M. The position accounts for 0.5% of the portfolio, ranked #37.

Arkadios Wealth Advisors first reported a position in BRK.B in Q4 2019 and has held it in 26 quarters since. The position peaked at $36.8M in Q4 2025. 4,852 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Arkadios Wealth Advisors held 63,678 shares of Berkshire Hathaway Class B worth $30.5M as of Q1 2026.
  • Arkadios Wealth Advisors sold 9,613 Berkshire Hathaway Class B shares in Q1 2026, an estimated $4.72M.
  • Berkshire Hathaway Class B made up 0.5% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Arkadios Wealth Advisors first reported a position in Berkshire Hathaway Class B in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Berkshire Hathaway Class B position peaked at $36.8M in Q4 2025.
  • 4,852 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.