United Capital Financial Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

United Capital Financial 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 Q1	–	Sell	-2,600	Closed	-$1.31M	–	1636
2025 Q4	$1.31M	Hold	2,600	–	–	0.01%	652
2025 Q3	$1.31M	Hold	2,600	–	–	0.01%	570
2025 Q2	$1.26M	Hold	2,600	–	–	0.01%	531
2025 Q1	$1.38M	Sell	2,600 -100	-4%	-$48.6K	0.01%	497
2024 Q4	$1.22M	Sell	2,700 -1,240,002	-100%	-$573M	0.01%	513
2024 Q3	$2.7K	Buy	1,242,702 +1,240,002	+45,926%	+$548M	﹤0.01%	1057
2024 Q2	$1.1M	Hold	2,700	–	–	0.01%	507
2024 Q1	$1.14M	Buy	+2,700	New	+$1.06M	0.01%	534

Other funds holding BRK.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's BRK.B Position: Q1 2026 in Review

United Capital Financial Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 1.2% in Q1 2026, buying an estimated $1.6M and bringing the position to 267,985 shares worth $128M. The position accounts for 0.79% of the portfolio, ranked #25.

United Capital Financial Advisors first reported a position in BRK.B in Q2 2013 and has held it in 52 quarters since. The position peaked at $146M in Q1 2022. 4,865 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

United Capital Financial Advisors held 267,985 shares of Berkshire Hathaway Class B worth $128M as of Q1 2026.
United Capital Financial Advisors bought 3,260 Berkshire Hathaway Class B shares in Q1 2026, an estimated $1.6M.
Berkshire Hathaway Class B made up 0.79% of United Capital Financial Advisors's portfolio in Q1 2026, its #25 holding.
United Capital Financial Advisors first reported a position in Berkshire Hathaway Class B in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's Berkshire Hathaway Class B position peaked at $146M in Q1 2022.
4,865 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.