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

Mission 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
2026
Q1 		– Sell
-1,400
Closed -$704K – 732
2025
Q4 		$704K Buy
+1,400
New +$697K 0.01% 408

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mission Wealth Management's BRK.B Position: Q2 2024 in Review

Mission Wealth Management sold out of Berkshire Hathaway Class B (BRK.B) in Q2 2024, closing a stake of 1,111 shares — an estimated $467K sold.

Mission Wealth Management first reported a position in BRK.B in Q2 2015 and held it in 29 quarters. The position peaked at $14.3M in Q1 2022. 4,032 funds tracked by Wall St. Rank hold BRK.B as of Q2 2024.

  • Mission Wealth Management reported no remaining Berkshire Hathaway Class B position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 1,111 Berkshire Hathaway Class B shares in Q2 2024, an estimated $467K.
  • Mission Wealth Management first reported a position in Berkshire Hathaway Class B in Q2 2015 and held it in 29 quarters.
  • Mission Wealth Management's Berkshire Hathaway Class B position peaked at $14.3M in Q1 2022.
  • 4,032 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.