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

Elite 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
2014
Q4 		– Sell
-9
Closed -$1K – 120
2014
Q3 		$1K Buy
+9
New +$1.2K ﹤0.01% 551

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elite Wealth Management's BRK.B Position: Q2 2025 in Review

Elite Wealth Management sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2025, closing a stake of 628 shares — an estimated $334K sold.

Elite Wealth Management first reported a position in BRK.B in Q2 2013 and held it in 20 quarters. The position peaked at $3.56M in Q4 2013. 4,589 funds tracked by Wall St. Rank hold BRK.B as of Q2 2025.

  • Elite Wealth Management reported no remaining Berkshire Hathaway Class B position as of Q2 2025 after selling out during the quarter.
  • Elite Wealth Management sold 628 Berkshire Hathaway Class B shares in Q2 2025, an estimated $334K.
  • Elite Wealth Management first reported a position in Berkshire Hathaway Class B in Q2 2013 and held it in 20 quarters.
  • Elite Wealth Management's Berkshire Hathaway Class B position peaked at $3.56M in Q4 2013.
  • 4,589 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2025.

Based on Elite Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.