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

Stolz & 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 		$449K Buy
+898
New +$432K 0.28% 21

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

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

Stolz & Associates opened a new position in Berkshire Hathaway Class B (BRK.B) in Q2 2026: 898 shares worth $449K. The stake represents 0.28% of the portfolio and ranks #21 among its holdings.

4,901 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Stolz & Associates held 898 shares of Berkshire Hathaway Class B worth $449K as of Q2 2026.
  • Berkshire Hathaway Class B was a new Stolz & Associates position in Q2 2026.
  • Berkshire Hathaway Class B made up 0.28% of Stolz & Associates's portfolio in Q2 2026, its #21 holding.
  • 4,901 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.