Garden State Investment Advisory Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Garden State Investment Advisory Services’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 Q1	–	Sell	-300	Closed	-$107K	–	254
2023 Q4	$107K	Hold	300	–	–	0.04%	214
2023 Q3	$105K	Hold	300	–	–	0.05%	191
2023 Q2	$102K	Hold	300	–	–	0.04%	212
2023 Q1	$92.6K	Buy	+300	New	+$92.5K	0.04%	203

Other funds holding BRK.B

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

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Garden State Investment Advisory Services's BRK.B Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Berkshire Hathaway Class B (BRK.B) stake by 16% in Q2 2026, buying an estimated $564K and bringing the position to 8,599 shares worth $4.3M. The position accounts for 0.78% of the portfolio, ranked #35.

Garden State Investment Advisory Services first reported a position in BRK.B in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.16M in Q1 2025. 3,995 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

Garden State Investment Advisory Services held 8,599 shares of Berkshire Hathaway Class B worth $4.3M as of Q2 2026.
Garden State Investment Advisory Services bought 1,173 Berkshire Hathaway Class B shares in Q2 2026, an estimated $564K.
Berkshire Hathaway Class B made up 0.78% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #35 holding.
Garden State Investment Advisory Services first reported a position in Berkshire Hathaway Class B in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's Berkshire Hathaway Class B position peaked at $5.16M in Q1 2025.
3,995 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.