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

Oak Hill 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
2024
Q4 		– Sell
-2,158
Closed -$993K – 156
2024
Q3 		$993K Buy
+2,158
New +$954K 0.24% 48
2024
Q2 		– Sell
-2,390
Closed -$1.01M – 133
2024
Q1 		$1.01M Buy
+2,390
New +$940K 0.32% 38

Other funds holding BRK.B

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oak Hill Wealth Advisors's BRK.B Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 2.6% in Q3 2025, buying an estimated $29.1K and bringing the position to 2,339 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #59.

Oak Hill Wealth Advisors first reported a position in BRK.B in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2025. 4,578 funds tracked by Wall St. Rank hold BRK.B as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,339 shares of Berkshire Hathaway Class B worth $1.18M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 60 Berkshire Hathaway Class B shares in Q3 2025, an estimated $29.1K.
  • Berkshire Hathaway Class B made up 0.22% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #59 holding.
  • Oak Hill Wealth Advisors first reported a position in Berkshire Hathaway Class B in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Berkshire Hathaway Class B position peaked at $1.19M in Q1 2025.
  • 4,578 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.