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Sacks & Associates’s Berkshire Hathaway Class B BRK.B Stock Holding History

Sacks & Associates’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 		$8.19M Buy
16,020
+3,165
+25% +$1.52M 5.53% 2
2026
Q1 		$6.16M Buy
12,855
+424
+3% +$208K 4.58% 4
2025
Q4 		$6.25M Buy
+12,431
New +$6.18M 4.59% 3

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

Sacks & Associates's BRK.B Position: Q2 2026 in Review

Sacks & Associates increased its Berkshire Hathaway Class B (BRK.B) stake by 25% in Q2 2026, buying an estimated $1.52M and bringing the position to 16,020 shares worth $8.19M. The position accounts for 5.53% of the portfolio, ranked #2.

Sacks & Associates first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. 4,879 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Sacks & Associates held 16,020 shares of Berkshire Hathaway Class B worth $8.19M as of Q2 2026.
  • Sacks & Associates bought 3,165 Berkshire Hathaway Class B shares in Q2 2026, an estimated $1.52M.
  • Berkshire Hathaway Class B made up 5.53% of Sacks & Associates's portfolio in Q2 2026, its #2 holding.
  • Sacks & Associates first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • 4,879 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.