Curated Wealth Partners 13F: Cuts BRK.B Stake by $1.1B
The institutional investor sold off nearly its entire holding in the holding company during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 2,199,400 shares from its stake in BRK.B ($BRK.B), a 99.64% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 8,003 shares worth $3.99 million at the end of the quarter.
Since the filing, $BRK.B is up 1.2% to date (from the $525.68 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
BRK.B
BRK.B
Key Points
- Curated Wealth Partners trimmed its BRK.B holdings by 99.6% in a Form 13F filing filed with the SEC on October 15, 2026.
- The fund parted ways with 2,199,400 shares during the period, cutting its stake down to 8,003 shares.
- The remaining position carried a reported value of about $3.98 million as of the filing date.
Get $BRK.B trade alerts by text
We text you when insiders, Congress or big funds trade $BRK.B. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated BRK.B alert may contain errors. Disclosures
Curated Wealth Partners significantly reduced its investment in BRK.B, according to a Form 13F filed with the Securities and Exchange Commission on October 15, 2026. Institutional investors like money managers and pension funds must file these reports every quarter to show what stocks they own. Because 13F filings look backward at portfolio choices from the end of the reported quarter, they may not reflect the fund's exact holdings today.
What Changed in Curated Wealth Partners's BRK.B Position
Curated Wealth Partners cut its stake in BRK.B by a massive 99.6% during the period. The firm sold off 2,199,400 shares, leaving it with just 8,003 shares. The remaining position had a reported value of about $3.98 million at the time of the filing. This large sale follows other recent portfolio moves by the firm, which also trimmed its stakes in companies like Comfort Systems USA and Target Corporation around the same time.
BRK.B Stock Snapshot
Shares of BRK.B recently traded around $531.89 as of October 16, 2026. Investors following the stock often look at how large institutional shifts like this one affect overall market sentiment. Because 13F reports only capture past portfolio positioning, market participants usually check future filings to see if a firm keeps selling or decides to step back in.
About BRK.B
BRK.B operates as a major holding company with diverse business interests across insurance, freight rail transportation, energy utilities, manufacturing, and retail. Its massive collection of operating businesses makes it a common holding for large institutional portfolios.
Bottom Line
Curated Wealth Partners holds a tiny fraction of its former position in BRK.B after shedding over 2.1 million shares. Observers will need to watch future quarterly disclosures to see whether the fund continues to pare back its exposure or holds onto its remaining 8,003 shares. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $BRK.B (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts