UnitedHealth shares surge as Buffett’s Berkshire shows new stake

Published 14/08/2025, 21:32
Updated 14/08/2025, 21:46
© Reuters

Investing.com -- Shares of Unitedhealth Group (NYSE:UNH) surged 7% after-hours Thursday after Warren Buffett’s Berkshire Hathaway showed a new 5 million shares stake in the beleaguered healthcare provider.  The value of the stake is $1.37 billion based on Thursday’s closing price.

In July, UnitedHealth reported disappointing second-quarter results and lowered guidance.  It is also grappling with surging medical expenses, federal probes, the aftermath of a top executive’s killing, and last year’s cyberattack. The stock is down 46% year-to-date.

Berkshire’s position was owned as of the end of the second quarter of 2025. It could have grown or fallen since that time.

Berkshire also added several other new positions, including a 6.6 million share stake in Nucor Corp (NYSE:NUE), a 1.5 million share stake in homebuilder DR Horton Inc (NYSE:DHI), a 780K share stake in Allegion PLC (NYSE:ALLE), and a 1.2 million share stake in Lamar Advertising Company (NASDAQ:LAMR).

The conglomerate lowered its massive stakes in Apple, Bank of America, Charter, and DaVita, while adding to ChevronConstellation Brands, Domino’s, HEICO, Lennar, and Pool Corporation. Berkshire liquidated its stake in T-Mobile US Inc (NASDAQ:TMUS).

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