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Paladin Advisory Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-874
Closed -$270K – 297
2022
Q4 		$270K Hold
874
– – 0.23% 76
2022
Q3 		$233K Hold
874
– – 0.21% 76
2022
Q2 		$238K Buy
+874
New +$274K 0.2% 78
2022
Q1 		– Sell
-864
Closed -$258K – 307
2021
Q4 		$258K Buy
+864
New +$247K 0.21% 83

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

Paladin Advisory Group's BRK.B Position: Q1 2026 in Review

Paladin Advisory Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 19% in Q1 2026, selling an estimated $56.5K and leaving 475 shares worth $228K. The position accounts for 0.17% of the portfolio, ranked #73.

Paladin Advisory Group first reported a position in BRK.B in Q1 2022 and has held it in 14 quarters since. The position peaked at $307K in Q1 2022. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Paladin Advisory Group held 475 shares of Berkshire Hathaway Class B worth $228K as of Q1 2026.
  • Paladin Advisory Group sold 115 Berkshire Hathaway Class B shares in Q1 2026, an estimated $56.5K.
  • Berkshire Hathaway Class B made up 0.17% of Paladin Advisory Group's portfolio in Q1 2026, its #73 holding.
  • Paladin Advisory Group first reported a position in Berkshire Hathaway Class B in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Berkshire Hathaway Class B position peaked at $307K in Q1 2022.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.