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Wellington-Altus USA’s Berkshire Hathaway Class B BRK.B Stock Holding History

Wellington-Altus USA’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 		$663K Buy
1,384
+394
+40% +$189K 0.47% 46
2026
Q1 		$495K Sell
990
-115
-10% -$56.5K 0.29% 84
2025
Q4 		$555K Buy
+1,105
New +$550K 0.41% 56

Other funds holding BRK.B

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington-Altus USA's BRK.B Position: Q2 2026 in Review

Wellington-Altus USA increased its Berkshire Hathaway Class B (BRK.B) stake by 40% in Q2 2026, buying an estimated $189K and bringing the position to 1,384 shares worth $663K. The position accounts for 0.47% of the portfolio, ranked #46.

Wellington-Altus USA first reported a position in BRK.B in Q4 2025 and has held it in 3 quarters since. 4,932 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Wellington-Altus USA held 1,384 shares of Berkshire Hathaway Class B worth $663K as of Q2 2026.
  • Wellington-Altus USA bought 394 Berkshire Hathaway Class B shares in Q2 2026, an estimated $189K.
  • Berkshire Hathaway Class B made up 0.47% of Wellington-Altus USA's portfolio in Q2 2026, its #46 holding.
  • Wellington-Altus USA first reported a position in Berkshire Hathaway Class B in Q4 2025 and has held it in 3 quarters since.
  • 4,932 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.