"According to Berkshire's latest SEC 13F filing, the conglomerate completely exited its stake in UnitedHealth Group. That ends one of the shortest - and most profitable - healthcare bets Berkshire has made in years. The timing matters. Berkshire first revealed the position in August 2025 after UnitedHealth's stock had collapsed more than 50% in just a few months. Since then, the shares have rebounded from $271 to nearly $394 as of last Friday - a 45% rise in roughly nine months."
"The troubles began after the December 2024 assassination of CEO Brian Thompson. The company then endured a cascade of operational and regulatory setbacks that kept hitting the stock, including: A rare first-quarter earnings miss tied to elevated medical costs The abrupt resignation of CEO Andrew Witty A Justice Dept. criminal probe into alleged Medicare fraud That's a brutal combination for any insurer, and investors fled."
"Between April and August, UnitedHealth shares lost more than half their value and touched a 15-year low. Yet Berkshire Hathaway stepped in during the second quarter of 2025 and accumulated roughly 5 million shares valued at around $1.6 billion. Surprisingly, the market response after Berkshire disclosed the position was immediate. Investors viewed the move as a Buffett-style contra"
Berkshire Hathaway has completely sold its UnitedHealth Group position, ending a short but profitable healthcare bet. The stake was first disclosed in August 2025 after UnitedHealth shares had fallen more than 50% in a few months. From about $271 to nearly $394, the stock rebounded roughly 45% over about nine months. The initial decline followed major company and industry shocks, including a December 2024 CEO assassination, operational and regulatory setbacks, a first-quarter earnings miss tied to elevated medical costs, CEO Andrew Witty’s resignation, and a Justice Department criminal probe into alleged Medicare fraud. Berkshire accumulated about 5 million shares worth around $1.6 billion during the second quarter of 2025.
Read at 24/7 Wall St.
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