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UnitedHealth falls after Berkshire sells stake in health insurer
The exit followed a 45% rebound in UnitedHealth shares and marked another portfolio shift under new CEO Greg Abel.
- On Friday, Berkshire Hathaway disclosed it had completely exited its position in UnitedHealth Group in a first-quarter regulatory filing released under CEO Greg Abel.
- Berkshire originally purchased roughly 5 million shares in August 2025 after UnitedHealth's stock collapsed more than 50%, executing a classic contrarian bet.
- Since that investment, UnitedHealth shares rebounded from $271 to nearly $394 as of last Friday, marking a 45% rise in roughly nine months.
- UnitedHealth shares fell 3% on Monday following the disclosure, though analyst James Harlow, senior vice president at Novare Capital Management, said the exit does not diminish the operational turnaround.
- The divestment signals CEO Greg Abel is actively reshaping Berkshire's portfolio, indicating he is not simply preserving the strategy of former CEO Warren Buffett in amber.
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UnitedHealth falls after Berkshire sells stake in health insurer
UnitedHealth shares fell more than 2% on Monday after Berkshire Hathaway disclosed it had sold its stake in the healthcare conglomerate as a part of a portfolio reshuffling in the first quarter under CEO Greg Abel.
·United Kingdom
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A major overhaul of Berkshire Hathaway's equity portfolio was disclosed in its latest 13F filing with the Securities and Exchange Commission (SEC), highlighting significant shifts in several high-profile holdings. Among the most notable changes was a sharp increase in its investment in Google, with the stake more than tripling, representing a 204% rise in shares held. Berkshire boosted its holdings in Alphabet Class A shares (GOOGL) to 54.2 mill…
·United Kingdom
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Coverage Details
Total News Sources17
Leaning Left4Leaning Right1Center4Last UpdatedBias Distribution45% Left, 44% Center
Bias Distribution
- 45% of the sources lean Left, 44% of the sources are Center
45% Left
L 45%
C 44%
11%
Factuality
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