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Curated Wealth Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Curated Wealth Partners’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
2024
Q2 		– Sell
-1,968
Closed -$828K – 159
2024
Q1 		$828K Buy
+1,968
New +$774K 0.12% 59

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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Curated Wealth Partners's BRK.B Position: Q2 2026 in Review

Curated Wealth Partners increased its Berkshire Hathaway Class B (BRK.B) stake by 40,899% in Q2 2026, buying an estimated $1.06B and bringing the position to 2,207,403 shares worth $7.3M. The position accounts for 0.94% of the portfolio, ranked #14.

Curated Wealth Partners first reported a position in BRK.B in Q4 2020 and has held it in 22 quarters since. 2,040 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Curated Wealth Partners held 2,207,403 shares of Berkshire Hathaway Class B worth $7.3M as of Q2 2026.
  • Curated Wealth Partners bought 2,202,019 Berkshire Hathaway Class B shares in Q2 2026, an estimated $1.06B.
  • Berkshire Hathaway Class B made up 0.94% of Curated Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Curated Wealth Partners first reported a position in Berkshire Hathaway Class B in Q4 2020 and has held it in 22 quarters since.
  • 2,040 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.