EIP
BRK.B icon

Essential Investment Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

Essential Investment 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
2026
Q2 		$93.6K Hold
187
– – 0.08% 124
2026
Q1 		$89.6K Sell
187
-110
-37% -$54K 0.08% 119
2025
Q4 		$149K Buy
+297
New +$148K 0.14% 93

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Essential Investment Partners's BRK.B Position: Q2 2026 in Review

Essential Investment Partners held its Berkshire Hathaway Class B (BRK.B) position steady in Q2 2026 at 187 shares worth $93.6K. The position accounts for 0.08% of the portfolio, ranked #124.

Essential Investment Partners first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 1,389 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Essential Investment Partners held 187 shares of Berkshire Hathaway Class B worth $93.6K as of Q2 2026.
  • Essential Investment Partners left its Berkshire Hathaway Class B share count unchanged in Q2 2026.
  • Berkshire Hathaway Class B made up 0.08% of Essential Investment Partners's portfolio in Q2 2026, its #124 holding.
  • Essential Investment Partners first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Berkshire Hathaway Class B position peaked at $149K in Q4 2025.
  • 1,389 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.