Cresset Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Cresset Asset Management’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	$899K	Hold	4,800	–	–	﹤0.01%	826
2025 Q4	$2.41M	Buy	4,800 +1,200	+33%	+$597K	0.01%	517
2025 Q3	$1.81M	Hold	3,600	–	–	0.01%	561
2025 Q2	$1.75M	Sell	3,600 -1,500	-29%	-$762K	0.01%	532
2025 Q1	$2.72M	Sell	5,100 -200	-4%	-$97.2K	0.01%	455
2024 Q4	$2.4M	Hold	5,300	–	–	0.01%	498
2024 Q3	$2.44M	Hold	5,300	–	–	0.01%	707
2024 Q2	$2.02M	Buy	+5,300	New	+$2.17M	0.01%	719
2024 Q1	–	Sell	-5,900	Closed	-$2.1M	–	1912
2023 Q4	$2.1M	Hold	5,900	–	–	0.01%	568
2023 Q3	$2.07M	Sell	5,900 -2,704,100	-100%	-$959M	0.01%	546
2023 Q2	$924M	Buy	+2,710,000	New	+$884M	1.14%	6

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cresset Asset Management's BRK.B Position: Q1 2026 in Review

Cresset Asset Management increased its Berkshire Hathaway Class B (BRK.B) stake by 3.6% in Q1 2026, buying an estimated $3.18M and bringing the position to 188,484 shares worth $90.3M. The position accounts for 0.39% of the portfolio, ranked #39.

Cresset Asset Management first reported a position in BRK.B in Q4 2018 and has held it in 30 quarters since. The position peaked at $151M in Q3 2024. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Cresset Asset Management held 188,484 shares of Berkshire Hathaway Class B worth $90.3M as of Q1 2026.
Cresset Asset Management bought 6,485 Berkshire Hathaway Class B shares in Q1 2026, an estimated $3.18M.
Berkshire Hathaway Class B made up 0.39% of Cresset Asset Management's portfolio in Q1 2026, its #39 holding.
Cresset Asset Management first reported a position in Berkshire Hathaway Class B in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Berkshire Hathaway Class B position peaked at $151M in Q3 2024.
4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.