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WealthBridge Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

WealthBridge Capital 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
2024
Q4 		– Hold
0
– -$1.83M – 202
2024
Q3 		– Hold
0
– – – 44

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WealthBridge Capital Management's BRK.B Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Berkshire Hathaway Class B (BRK.B) stake by 7.3% in Q2 2026, selling an estimated $1.07M and leaving 28,293 shares worth $14.2M. The position accounts for 2.81% of the portfolio, ranked #7.

WealthBridge Capital Management first reported a position in BRK.B in Q4 2018 and has held it in 31 quarters since. The position peaked at $17.8M in Q1 2025. 2,673 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • WealthBridge Capital Management held 28,293 shares of Berkshire Hathaway Class B worth $14.2M as of Q2 2026.
  • WealthBridge Capital Management sold 2,226 Berkshire Hathaway Class B shares in Q2 2026, an estimated $1.07M.
  • Berkshire Hathaway Class B made up 2.81% of WealthBridge Capital Management's portfolio in Q2 2026, its #7 holding.
  • WealthBridge Capital Management first reported a position in Berkshire Hathaway Class B in Q4 2018 and has held it in 31 quarters since.
  • WealthBridge Capital Management's Berkshire Hathaway Class B position peaked at $17.8M in Q1 2025.
  • 2,673 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.