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Innovative Advisory Group, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Innovative Advisory Group, LLC’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
-129
Closed -$64.8K – 66
2025
Q4 		$64.8K Hold
129
– – 0.04% 66
2025
Q3 		$64.9K Hold
129
– – 0.04% 65
2025
Q2 		$62.7K Hold
129
– – 0.05% 59
2025
Q1 		$68.7K Hold
129
– – 0.07% 52
2024
Q4 		$58.5K Buy
+129
New +$59.6K 0.05% 56

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Innovative Advisory Group, LLC's BRK.B Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Berkshire Hathaway Class B (BRK.B) in Q1 2026, closing a stake of 129 shares — an estimated $64.8K sold.

Innovative Advisory Group, LLC first reported a position in BRK.B in Q4 2024 and held it in 5 quarters. The position peaked at $68.7K in Q1 2025. 4,894 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Berkshire Hathaway Class B position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 129 Berkshire Hathaway Class B shares in Q1 2026, an estimated $64.8K.
  • Innovative Advisory Group, LLC first reported a position in Berkshire Hathaway Class B in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Berkshire Hathaway Class B position peaked at $68.7K in Q1 2025.
  • 4,894 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.