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Todd Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Todd Wealth Management’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 		$2.58M Sell
5,189
-997
-16% -$503K 1.97% 17
2026
Q2 		$3.1M Sell
6,186
-614
-9% -$295K 2.35% 11
2026
Q1 		$3.26M Sell
6,800
-491
-7% -$241K 2.96% 6
2025
Q4 		$3.66M Buy
+7,291
New +$3.63M 3.32% 6

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Todd Wealth Management's BRK.B Position: Q3 2026 in Review

Todd Wealth Management reduced its Berkshire Hathaway Class B (BRK.B) stake by 16% in Q3 2026, selling an estimated $503K and leaving 5,189 shares worth $2.58M. The position accounts for 1.97% of the portfolio, ranked #17.

Todd Wealth Management first reported a position in BRK.B in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.66M in Q4 2025. 2,197 funds tracked by Wall St. Rank hold BRK.B as of Q3 2026.

  • Todd Wealth Management held 5,189 shares of Berkshire Hathaway Class B worth $2.58M as of Q3 2026.
  • Todd Wealth Management sold 997 Berkshire Hathaway Class B shares in Q3 2026, an estimated $503K.
  • Berkshire Hathaway Class B made up 1.97% of Todd Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Todd Wealth Management first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's Berkshire Hathaway Class B position peaked at $3.66M in Q4 2025.
  • 2,197 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.