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OneDigital Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

OneDigital Investment 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
2026
Q2 		$50K Hold
100
– – ﹤0.01% 1558
2026
Q1 		$47.9K Buy
+100
New +$49.1K ﹤0.01% 1447
2019
Q4 		– Sell
-700
Closed -$2K – 604
2019
Q3 		$2K Buy
+700
New +$144K ﹤0.01% 558

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OneDigital Investment Advisors's BRK.B Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.6% in Q2 2026, selling an estimated $477K and leaving 62,126 shares worth $31.1M. The position accounts for 0.26% of the portfolio, ranked #78.

OneDigital Investment Advisors first reported a position in BRK.B in Q2 2017 and has held it in 37 quarters since. The position peaked at $32.6M in Q4 2025. 3,964 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • OneDigital Investment Advisors held 62,126 shares of Berkshire Hathaway Class B worth $31.1M as of Q2 2026.
  • OneDigital Investment Advisors sold 992 Berkshire Hathaway Class B shares in Q2 2026, an estimated $477K.
  • Berkshire Hathaway Class B made up 0.26% of OneDigital Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • OneDigital Investment Advisors first reported a position in Berkshire Hathaway Class B in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Berkshire Hathaway Class B position peaked at $32.6M in Q4 2025.
  • 3,964 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.