Aug 15 - Berkshire Hathaway (NYSE:BRK.B), led by Warren Buffett (Trades, Portfolio), shook up its portfolio in Q2 2025 with a fresh $1.57 billion investment in UnitedHealth Group (NYSE:UNH), scooping up roughly 5 million shares. This marks Berkshire's first stake in the health insurer since 2010, and the move helped send UNH shares soaring more than 10% in after-hours trading.
Warning! GuruFocus has detected 5 Warning Sign with UNH.
At the same time, Berkshire trimmed its long-standing Apple (NASDAQ:AAPL) position by 20 million shares, cutting the stake to 280 million shares valued at about $57.4 billion. Bank of America (NYSE:BAC) was also reduced by 26 million shares, leaving 605 million shares worth roughly $28 billion. The firm fully exited T-Mobile (NASDAQ:TMUS) and scaled back holdings in Charter Communications (NASDAQ:CHTR).
Berkshire didn't just sell, it added to Chevron (CVX), Lennar (LEN), Constellation Brands (STZ), and Domino's Pizza (DPZ), while opening smaller positions in Allegion (NYSE:ALLE), D.R. Horton (DHI), and Lamar Advertising (LAMR).
The reshuffle leaves Berkshire's top five holdings, AAPL, American Express (NYSE:AXP), BAC, Coca-Cola (NYSE:KO), and CVX, making up about 75% of its $258 billion equity portfolio.
This article first appeared on GuruFocus.
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Warren Buffett Bets Big on UnitedHealth, Slashes Apple Stake Again
Published 2 months ago
Aug 15, 2025 at 9:54 PM
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