Wealth Enhancement Advisory Services
BRK.B icon

Wealth Enhancement Advisory Services’s Berkshire Hathaway Class B BRK.B Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.92M Buy
+4,000
New +$1.92M ﹤0.01% 1599
2024
Q4 		– Sell
-5,000
Closed -$5.2K – 2968
2024
Q3 		$5.2K Hold
5,000
– – ﹤0.01% 2749
2024
Q2 		$18K Buy
+5,000
New +$2.04M ﹤0.01% 2496

Other funds holding BRK.B

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's BRK.B Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Berkshire Hathaway Class B (BRK.B) stake by 27% in Q2 2026, selling an estimated $130M and leaving 723,113 shares worth $347M. The position accounts for 0.58% of the portfolio, ranked #26.

Wealth Enhancement Advisory Services first reported a position in BRK.B in Q2 2015 and has held it in 16 quarters since. The position peaked at $624M in Q1 2025. 1,715 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Wealth Enhancement Advisory Services held 723,113 shares of Berkshire Hathaway Class B worth $347M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 269,418 Berkshire Hathaway Class B shares in Q2 2026, an estimated $130M.
  • Berkshire Hathaway Class B made up 0.58% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #26 holding.
  • Wealth Enhancement Advisory Services first reported a position in Berkshire Hathaway Class B in Q2 2015 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Berkshire Hathaway Class B position peaked at $624M in Q1 2025.
  • 1,715 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.