Buffett’s Berkshire Takes $1.6B UnitedHealth Position

Berkshire Hathaway disclosed a new stake of more than 5 million shares in UnitedHealth, valued at about $1.6 billion at the end of June, according to CNBC. The stake is Berkshire Hathaway’s 18th largest holding, ranking behind Amazon and Constellation Brands, according to VerityData. Berkshire’s $300 billion equity portfolio suggests the UnitedHealth purchase may have been made by Buffett’s investing lieutenants Todd Combs and Ted Weschler. UnitedHealth stock surged 6% in extended trading after the purchase was revealed. Shares had fallen nearly 50% in 2025 before Buffett’s filing, amid public backlash over health care costs and a Justice Department probe into its Medicare billing. Berkshire also bought stakes in Nucor, Lamar Advertising, Allegion, Lennar, and DR Horton, while trimming Apple and Bank of America holdings. Buffett will step down as CEO at year-end, with Greg Abel to take over capital allocation decisions.