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Advus Financial Partners, LLC’s Berkshire Hathaway Class B BRK.B Stock Holding History

Advus Financial Partners, LLC’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 		$1.28M Sell
2,555
-38
-1% -$18.3K 0.29% 71
2026
Q1 		$1.24M Sell
2,593
-136
-5% -$66.8K 0.31% 63
2025
Q4 		$1.37M Sell
2,729
-392
-13% -$195K 0.33% 57
2025
Q3 		$1.57M Sell
3,121
-113
-3% -$54.7K 0.38% 51
2025
Q2 		$1.57M Sell
3,234
-81
-2% -$41.1K 0.4% 44
2025
Q1 		$1.77M Buy
3,315
+197
+6% +$95.8K 0.49% 35
2024
Q4 		$1.41M Buy
3,118
+181
+6% +$83.6K 0.4% 43
2024
Q3 		$1.35M Hold
2,937
– – 0.39% 47
2024
Q2 		$1.19M Sell
2,937
-55
-2% -$22.5K 0.36% 46
2024
Q1 		$1.26M Buy
2,992
+5
+0.2% +$1.97K 0.39% 43
2023
Q4 		$1.07M Sell
2,987
-79
-3% -$27.7K 0.37% 45
2023
Q3 		$1.07M Buy
3,066
+56
+2% +$19.9K 0.42% 39
2023
Q2 		$1.03M Buy
3,010
+20
+0.7% +$6.53K 0.4% 43
2023
Q1 		$923K Buy
2,990
+52
+2% +$16K 0.38% 41
2022
Q4 		$908K Buy
2,938
+15
+0.5% +$4.46K 0.4% 40
2022
Q3 		$780K Buy
2,923
+567
+24% +$161K 0.42% 40
2022
Q2 		$643K Sell
2,356
-35
-1% -$11K 0.34% 44
2022
Q1 		$844K Buy
+2,391
New +$773K 0.43% 39
2021
Q3 		$717K Buy
+2,397
New +$673K 0.4% 35

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

Advus Financial Partners, LLC's BRK.B Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Berkshire Hathaway Class B (BRK.B) stake by 1.5% in Q2 2026, selling an estimated $18.3K and leaving 2,555 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #71.

Advus Financial Partners, LLC first reported a position in BRK.B in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2025. 4,907 funds tracked by Wall St. Rank hold BRK.B as of Q2 2026.

  • Advus Financial Partners, LLC held 2,555 shares of Berkshire Hathaway Class B worth $1.28M as of Q2 2026.
  • Advus Financial Partners, LLC sold 38 Berkshire Hathaway Class B shares in Q2 2026, an estimated $18.3K.
  • Berkshire Hathaway Class B made up 0.29% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #71 holding.
  • Advus Financial Partners, LLC first reported a position in Berkshire Hathaway Class B in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Berkshire Hathaway Class B position peaked at $1.77M in Q1 2025.
  • 4,907 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.