Edgar Wachenheim’s Berkshire Hathaway Class B BRK.B Stock Holding History

Edgar Wachenheim’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 Q2	–	Sell	-1,001	Closed	-$533K	–	26
2025 Q1	$533K	Hold	1,001	–	–	0.01%	23
2024 Q4	$454K	Hold	1,001	–	–	0.01%	24
2024 Q3	$461K	Hold	1,001	–	–	0.01%	24
2024 Q2	$407K	Hold	1,001	–	–	0.01%	24
2024 Q1	$421K	Hold	1,001	–	–	﹤0.01%	25
2023 Q4	$357K	Hold	1,001	–	–	﹤0.01%	25
2023 Q3	$351K	Hold	1,001	–	–	﹤0.01%	27
2023 Q2	$341K	Hold	1,001	–	–	﹤0.01%	27
2023 Q1	$309K	Hold	1,001	–	–	﹤0.01%	30
2022 Q4	$309K	Hold	1,001	–	–	0.01%	30
2022 Q3	$267K	Hold	1,001	–	–	0.01%	29
2022 Q2	$273K	Hold	1,001	–	–	0.01%	26
2022 Q1	$353K	Sell	1,001 -1,500	-60%	-$485K	0.01%	22
2021 Q4	$748K	Hold	2,501	–	–	0.02%	18
2021 Q3	$683K	Sell	2,501 -23,490	-90%	-$6.6M	0.02%	17
2021 Q2	$7.22M	Sell	25,991 -271,147	-91%	-$75.8M	0.21%	13
2021 Q1	$75.9M	Sell	297,138 -98,279	-25%	-$23.9M	1.72%	12
2020 Q4	$91.7M	Sell	395,417 -51,230	-11%	-$11.3M	1.73%	13
2020 Q3	$95.1M	Sell	446,647 -36,255	-8%	-$7.42M	2.09%	12
2020 Q2	$86.2M	Buy	+482,902	New	+$88.2M	1.91%	15

Other funds holding BRK.B

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edgar Wachenheim's BRK.B Position: Q2 2025 in Review

Edgar Wachenheim sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2025, closing a stake of 1,001 shares — an estimated $533K sold.

Edgar Wachenheim first reported a position in BRK.B in Q2 2020 and held it in 20 quarters. The position peaked at $95.1M in Q3 2020. 4,594 funds tracked by Wall St. Rank hold BRK.B as of Q2 2025.

Edgar Wachenheim reported no remaining Berkshire Hathaway Class B position as of Q2 2025 after selling out during the quarter.
Edgar Wachenheim sold 1,001 Berkshire Hathaway Class B shares in Q2 2025, an estimated $533K.
Edgar Wachenheim first reported a position in Berkshire Hathaway Class B in Q2 2020 and held it in 20 quarters.
Edgar Wachenheim's Berkshire Hathaway Class B position peaked at $95.1M in Q3 2020.
4,594 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2025.

Based on Greenhaven Associates's 13F filing for Q2 2025, filed 8 Jul 2025.