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Unique Wealth Strategies’s Berkshire Hathaway Class B BRK.B Stock Holding History

Unique Wealth Strategies’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 		$100K Hold
200
– – 0.04% 218
2026
Q1 		$95.8K Buy
+200
New +$98.2K 0.04% 207
2025
Q3 		– Sell
-100
Closed -$48.6K – 218
2025
Q2 		$48.6K Buy
+100
New +$50.8K 0.02% 199

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Unique Wealth Strategies's BRK.B Position: Q2 2026 in Review

Unique Wealth Strategies increased its Berkshire Hathaway Class B (BRK.B) stake by 0.78% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,429 shares worth $2.72M. The position accounts for 0.99% of the portfolio, ranked #22.

Unique Wealth Strategies first reported a position in BRK.B in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.97M in Q1 2025. 2,730 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Unique Wealth Strategies held 5,429 shares of Berkshire Hathaway Class B worth $2.72M as of Q2 2026.
  • Unique Wealth Strategies bought 42 Berkshire Hathaway Class B shares in Q2 2026, an estimated $20.2K.
  • Berkshire Hathaway Class B made up 0.99% of Unique Wealth Strategies's portfolio in Q2 2026, its #22 holding.
  • Unique Wealth Strategies first reported a position in Berkshire Hathaway Class B in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Berkshire Hathaway Class B position peaked at $2.97M in Q1 2025.
  • 2,730 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.