Spectrum Advisors, Inc.’s Berkshire Hathaway Class B BRK.B Stock Holding History

Spectrum Advisors, Inc.’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	$1.04M	Buy	+2,176	New	+$1.07M	0.82%	23

Other funds holding BRK.B

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spectrum Advisors, Inc.'s BRK.B Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Berkshire Hathaway Class B (BRK.B) in Q1 2026: 2,176 shares worth $1.04M. The stake represents 0.82% of the portfolio and ranks #23 among its holdings.

4,889 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Spectrum Advisors, Inc. held 2,176 shares of Berkshire Hathaway Class B worth $1.04M as of Q1 2026.
Berkshire Hathaway Class B was a new Spectrum Advisors, Inc. position in Q1 2026.
Berkshire Hathaway Class B made up 0.82% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #23 holding.
4,889 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.