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

XY Capital’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	-1,600	Closed	-$804K	–	141
2025 Q4	$804K	Sell	1,600 -2,400	-60%	-$1.19M	0.51%	41
2025 Q3	$2.01M	Buy	4,000 +3,500	+700%	+$1.7M	1.06%	25
2025 Q2	$243K	Sell	500 -11,200	-96%	-$5.69M	0.17%	36
2025 Q1	$6.23M	Sell	11,700 -2,300	-16%	-$1.12M	1.77%	11
2024 Q4	$6.35M	Buy	+14,000	New	+$6.46M	3.05%	3

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

XY Capital's BRK.B Position: Q1 2026 in Review

XY Capital sold out of Berkshire Hathaway Class B (BRK.B) in Q1 2026, closing a stake of 52 shares — an estimated $26.1K sold.

XY Capital first reported a position in BRK.B in Q4 2024 and held it in 3 quarters. The position peaked at $1.63M in Q4 2024. 4,855 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

XY Capital reported no remaining Berkshire Hathaway Class B position as of Q1 2026 after selling out during the quarter.
XY Capital sold 52 Berkshire Hathaway Class B shares in Q1 2026, an estimated $26.1K.
XY Capital first reported a position in Berkshire Hathaway Class B in Q4 2024 and held it in 3 quarters.
XY Capital's Berkshire Hathaway Class B position peaked at $1.63M in Q4 2024.
4,855 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.