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Navis Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Navis Wealth Advisors’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
2021
Q4 		– Sell
-2,500
Closed -$682K – 108
2021
Q3 		$682K Buy
+2,500
New +$702K 0.48% 50
2021
Q2 		– Sell
-2,500
Closed -$639K – 110
2021
Q1 		$639K Buy
+2,500
New +$607K 0.49% 47

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

Navis Wealth Advisors's BRK.B Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 41% in Q1 2026, selling an estimated $613K and leaving 1,830 shares worth $877K. The position accounts for 0.45% of the portfolio, ranked #59.

Navis Wealth Advisors first reported a position in BRK.B in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 4,853 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Navis Wealth Advisors held 1,830 shares of Berkshire Hathaway Class B worth $877K as of Q1 2026.
  • Navis Wealth Advisors sold 1,249 Berkshire Hathaway Class B shares in Q1 2026, an estimated $613K.
  • Berkshire Hathaway Class B made up 0.45% of Navis Wealth Advisors's portfolio in Q1 2026, its #59 holding.
  • Navis Wealth Advisors first reported a position in Berkshire Hathaway Class B in Q3 2024 and has held it in 7 quarters since.
  • Navis Wealth Advisors's Berkshire Hathaway Class B position peaked at $1.55M in Q4 2025.
  • 4,853 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.