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Private Advisor Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

Private Advisor 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
2026
Q1 		$1.35K Hold
100
– – ﹤0.01% 2681
2025
Q4 		$102 Sell
100
-100
-50% -$49.8K ﹤0.01% 2615
2025
Q3 		$1.96K Sell
200
-200
-50% -$96.9K ﹤0.01% 2533
2025
Q2 		$10.9K Buy
+400
New +$203K ﹤0.01% 2413
2024
Q1 		– Sell
-5,800
Closed -$5.37K – 2337
2023
Q4 		$5.37K Sell
5,800
-100
-2% -$35.1K ﹤0.01% 2218
2023
Q3 		$8.57K Buy
+5,900
New +$2.09M ﹤0.01% 2184

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

Private Advisor Group's BRK.B Position: Q1 2026 in Review

Private Advisor Group reduced its Berkshire Hathaway Class B (BRK.B) stake by 1% in Q1 2026, selling an estimated $1.59M and leaving 320,548 shares worth $154M. The position accounts for 0.72% of the portfolio, ranked #21.

Private Advisor Group first reported a position in BRK.B in Q4 2013 and has held it in 50 quarters since. The position peaked at $646M in Q2 2018. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Private Advisor Group held 320,548 shares of Berkshire Hathaway Class B worth $154M as of Q1 2026.
  • Private Advisor Group sold 3,244 Berkshire Hathaway Class B shares in Q1 2026, an estimated $1.59M.
  • Berkshire Hathaway Class B made up 0.72% of Private Advisor Group's portfolio in Q1 2026, its #21 holding.
  • Private Advisor Group first reported a position in Berkshire Hathaway Class B in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Berkshire Hathaway Class B position peaked at $646M in Q2 2018.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.