Shade Tree Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Shade Tree Advisors’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 Q3	$479K	Buy	+962	New	+$485K	0.26%	40

Other funds holding BRK.B

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Shade Tree Advisors's BRK.B Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Berkshire Hathaway Class B (BRK.B) in Q3 2026: 962 shares worth $479K. The stake represents 0.26% of the portfolio and ranks #40 among its holdings.

2,217 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

Shade Tree Advisors held 962 shares of Berkshire Hathaway Class B worth $479K as of Q3 2026.
Berkshire Hathaway Class B was a new Shade Tree Advisors position in Q3 2026.
Berkshire Hathaway Class B made up 0.26% of Shade Tree Advisors's portfolio in Q3 2026, its #40 holding.
2,217 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.