Warren Buffett's Berkshire Hathaway bought 5.04 million shares of UnitedHealth Group for $1.57 billion after accumulating a $347.7 billion cash stockpile in the first quarter of 2025, and UNH shares rose about 14%. Bill Ackman opened a new Amazon position in Q2, adding 5.82 million shares worth roughly $1.28 billion, representing about 9.3% of his portfolio, citing confidence in CEO Andy Jassy, AWS growth, and resilience to tariffs. Amazon beat Q2 earnings and revenue estimates. Berkshire also acquired over seven million Lennar shares for about $800 million, signaling confidence in the U.S. housing market.
Look at UnitedHealth Group ( NYSE: UNH), for example. Warren Buffett's Berkshire Hathaway, which built up its largest cash stockpile in years, reaching $347.7 billion in the first quarter of 2025, just bought 5.04 million shares of UNH for $1.57 billion. Typically, when Buffett's Berkshire Hathaway buys a stock, it can lead to increased investor confidence and potentially higher stock prices due to the reputation of the firm and the longstanding belief that Buffett buys quality stocks at a quality price.
Billionaire Bill Ackman just opened a new position in Amazon ( NASDAQ: AMZN) in the second quarter. In fact, he increased his stake by 5.82 million shares for about $1.28 billion. It now makes up about 9.3% of his portfolio. Not only did he buy on the cheap, he picked up more shares as a fan of Amazon CEO Andy Jassy and the potential for AMZN to see greater profit-margin expansion and more revenue growth.
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