MAI Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

MAI Capital 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
2026 Q1	–	Hold	0	–	-$101K	–	5032
2025 Q4	–	Hold	0	–	–	–	1639
2025 Q3	–	Hold	0	–	–	–	1570
2025 Q2	–	Hold	0	–	–	–	1875
2025 Q1	–	Hold	0	–	–	–	1710
2024 Q4	–	Hold	0	–	–	–	1489
2020 Q3	–	Sell	-5,500	Closed	-$982K	–	597
2020 Q2	$982K	Hold	5,500	–	–	0.03%	285
2020 Q1	$1.01M	Buy	+5,500	New	+$1.17M	0.04%	241

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAI Capital Management's BRK.B Position: Q1 2026 in Review

MAI Capital Management increased its Berkshire Hathaway Class B (BRK.B) stake by 41% in Q1 2026, buying an estimated $53.2M and bringing the position to 371,776 shares worth $178M. The position accounts for 1.01% of the portfolio, ranked #18.

MAI Capital Management first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

MAI Capital Management held 371,776 shares of Berkshire Hathaway Class B worth $178M as of Q1 2026.
MAI Capital Management bought 108,420 Berkshire Hathaway Class B shares in Q1 2026, an estimated $53.2M.
Berkshire Hathaway Class B made up 1.01% of MAI Capital Management's portfolio in Q1 2026, its #18 holding.
MAI Capital Management first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.