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Savvy Advisors Inc’s Berkshire Hathaway Class B BRK.B Stock Holding History

Savvy Advisors Inc’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 		– Sell
-6,300
Closed -$11.6K – 1147
2025
Q4 		$11.6K Buy
+6,300
New +$3.13M ﹤0.01% 1010

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

Savvy Advisors Inc's BRK.B Position: Q1 2026 in Review

Savvy Advisors Inc increased its Berkshire Hathaway Class B (BRK.B) stake by 18% in Q1 2026, buying an estimated $3.37M and bringing the position to 43,988 shares worth $21.1M. The position accounts for 0.56% of the portfolio, ranked #34.

Savvy Advisors Inc first reported a position in BRK.B in Q4 2023 and has held it in 10 quarters since. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Savvy Advisors Inc held 43,988 shares of Berkshire Hathaway Class B worth $21.1M as of Q1 2026.
  • Savvy Advisors Inc bought 6,864 Berkshire Hathaway Class B shares in Q1 2026, an estimated $3.37M.
  • Berkshire Hathaway Class B made up 0.56% of Savvy Advisors Inc's portfolio in Q1 2026, its #34 holding.
  • Savvy Advisors Inc first reported a position in Berkshire Hathaway Class B in Q4 2023 and has held it in 10 quarters since.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.