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NorthRock Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History

NorthRock Partners’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 		$95.8K Hold
200
– – ﹤0.01% 647
2025
Q4 		$101K Hold
200
– – ﹤0.01% 598
2025
Q3 		$101K Buy
+200
New +$96.9K ﹤0.01% 844

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

NorthRock Partners's BRK.B Position: Q1 2026 in Review

NorthRock Partners increased its Berkshire Hathaway Class B (BRK.B) stake by 0.86% in Q1 2026, buying an estimated $176K and bringing the position to 42,083 shares worth $20.2M. The position accounts for 0.33% of the portfolio, ranked #53.

NorthRock Partners first reported a position in BRK.B in Q4 2016 and has held it in 38 quarters since. The position peaked at $28M in Q3 2025. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • NorthRock Partners held 42,083 shares of Berkshire Hathaway Class B worth $20.2M as of Q1 2026.
  • NorthRock Partners bought 358 Berkshire Hathaway Class B shares in Q1 2026, an estimated $176K.
  • Berkshire Hathaway Class B made up 0.33% of NorthRock Partners's portfolio in Q1 2026, its #53 holding.
  • NorthRock Partners first reported a position in Berkshire Hathaway Class B in Q4 2016 and has held it in 38 quarters since.
  • NorthRock Partners's Berkshire Hathaway Class B position peaked at $28M in Q3 2025.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.