Vontobel Holding
BRK.B icon

Vontobel Holding’s Berkshire Hathaway Class B BRK.B Stock Holding History

Vontobel Holding’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
-8,500
Closed -$4.27M – 1238
2025
Q4 		$4.27M Sell
8,500
-2,500
-23% -$1.24M 0.01% 418
2025
Q3 		$5.53M Buy
11,000
+4,000
+57% +$1.94M 0.02% 366
2025
Q2 		$3.4M Buy
+7,000
New +$3.56M 0.01% 427
2021
Q1 		– Sell
-1,100
Closed -$261K – 1001
2020
Q4 		$261K Buy
+1,100
New +$242K ﹤0.01% 835

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vontobel Holding's BRK.B Position: Q1 2026 in Review

Vontobel Holding reduced its Berkshire Hathaway Class B (BRK.B) stake by 14% in Q1 2026, selling an estimated $3.22M and leaving 39,651 shares worth $19M. The position accounts for 0.07% of the portfolio, ranked #214.

Vontobel Holding first reported a position in BRK.B in Q4 2020 and has held it in 22 quarters since. The position peaked at $70.1M in Q1 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Vontobel Holding held 39,651 shares of Berkshire Hathaway Class B worth $19M as of Q1 2026.
  • Vontobel Holding sold 6,551 Berkshire Hathaway Class B shares in Q1 2026, an estimated $3.22M.
  • Berkshire Hathaway Class B made up 0.07% of Vontobel Holding's portfolio in Q1 2026, its #214 holding.
  • Vontobel Holding first reported a position in Berkshire Hathaway Class B in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Berkshire Hathaway Class B position peaked at $70.1M in Q1 2025.
  • 4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.