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Destination Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Destination Wealth 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 		– Sell
-300
Closed -$23.3K – 332
2025
Q4 		$23.3K Hold
300
– – ﹤0.01% 303
2025
Q3 		$25.7K Buy
+300
New +$145K ﹤0.01% 272

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

Destination Wealth Management's BRK.B Position: Q1 2026 in Review

Destination Wealth Management increased its Berkshire Hathaway Class B (BRK.B) stake by 2.7% in Q1 2026, buying an estimated $1.43M and bringing the position to 112,112 shares worth $53.7M. The position accounts for 1.4% of the portfolio, ranked #25.

Destination Wealth Management first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.9M in Q4 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Destination Wealth Management held 112,112 shares of Berkshire Hathaway Class B worth $53.7M as of Q1 2026.
  • Destination Wealth Management bought 2,911 Berkshire Hathaway Class B shares in Q1 2026, an estimated $1.43M.
  • Berkshire Hathaway Class B made up 1.4% of Destination Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Destination Wealth Management first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
  • Destination Wealth Management's Berkshire Hathaway Class B position peaked at $54.9M in Q4 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

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