Aspiriant LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Aspiriant 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
2025 Q3	–	Sell	-1,500	Closed	-$729K	–	299
2025 Q2	$729K	Buy	+1,500	New	+$762K	0.02%	171
2025 Q1	–	Sell	-1,000	Closed	-$453K	–	290
2024 Q4	$453K	Hold	1,000	–	–	0.02%	196
2024 Q3	$460K	Sell	1,000 -1,000	-50%	-$442K	0.02%	192
2024 Q2	$814K	Buy	2,000 +1,000	+100%	+$409K	0.03%	155
2024 Q1	$421K	Hold	1,000	–	–	0.02%	212
2023 Q4	$357K	Buy	+1,000	New	+$351K	0.02%	223

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Aspiriant LLC's BRK.B Position: Q2 2026 in Review

Aspiriant LLC reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.5% in Q2 2026, selling an estimated $517K and leaving 72,942 shares worth $36.5M. The position accounts for 0.9% of the portfolio, ranked #18.

Aspiriant LLC first reported a position in BRK.B in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.8M in Q1 2014. 1,715 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Aspiriant LLC held 72,942 shares of Berkshire Hathaway Class B worth $36.5M as of Q2 2026.
Aspiriant LLC sold 1,076 Berkshire Hathaway Class B shares in Q2 2026, an estimated $517K.
Berkshire Hathaway Class B made up 0.9% of Aspiriant LLC's portfolio in Q2 2026, its #18 holding.
Aspiriant LLC first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 53 quarters since.
Aspiriant LLC's Berkshire Hathaway Class B position peaked at $48.8M in Q1 2014.
1,715 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.