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Portside Wealth Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Portside Wealth 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
2024
Q1 		– Sell
-100
Closed -$35.7K – 369
2023
Q4 		$35.7K Hold
100
– – 0.01% 350
2023
Q3 		$35K Hold
100
– – 0.01% 354
2023
Q2 		$34.1K Buy
+100
New +$32.6K 0.01% 363

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Portside Wealth Group's BRK.B Position: Q2 2026 in Review

Portside Wealth Group increased its Berkshire Hathaway Class B (BRK.B) stake by 2.6% in Q2 2026, buying an estimated $113K and bringing the position to 9,423 shares worth $4.72M. The position accounts for 0.55% of the portfolio, ranked #40.

Portside Wealth Group first reported a position in BRK.B in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.85M in Q1 2025. 4,911 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Portside Wealth Group held 9,423 shares of Berkshire Hathaway Class B worth $4.72M as of Q2 2026.
  • Portside Wealth Group bought 235 Berkshire Hathaway Class B shares in Q2 2026, an estimated $113K.
  • Berkshire Hathaway Class B made up 0.55% of Portside Wealth Group's portfolio in Q2 2026, its #40 holding.
  • Portside Wealth Group first reported a position in Berkshire Hathaway Class B in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Berkshire Hathaway Class B position peaked at $4.85M in Q1 2025.
  • 4,911 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.