Berkshire Hathaway Stakes $1.6 Billion In UnitedHealth As Portfolio Shuffle Accelerates
Berkshire Hathaway revealed a new position in UnitedHealth Group, owning about 5.04 million shares valued near $1.57 billion at the quarter’s end. The disclosure sparked a sharp rebound in the insurer’s stock, which climbed more than 12% as investors digested the move.
The filing also shows a wide portfolio reshuffle. Berkshire reduced its Apple stake by 20 million shares, fully exited T-Mobile, and made fresh or larger bets in D.R. Horton, Lennar, and Nucor, alongside increases in Chevron, Constellation Brands, and Domino’s Pizza. These shifts arrive as Berkshire continues to fine tune exposure across tech, housing, energy, and consumer names.
Context matters for the UnitedHealth buy. The healthcare giant has been working through higher medical costs and federal probes tied to Medicare Advantage billing, yet Berkshire’s position signals confidence in a turnaround. Meanwhile, the company stayed net sellers of equities for the quarter and ended June with roughly $344.1 billion in cash and equivalents, underscoring ample dry powder for future deals.
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