Buffett’s Bold Move: Trims Apple, Adds UnitedHealth to Portfolio

Buffett’s Bold Move: Trims Apple, Adds UnitedHealth to Portfolio

Warren Buffett’s Berkshire Hathaway has made headlines yet again by adjusting its investment portfolio in the second quarter of 2025. The legendary investor's firm sold 20 million shares of Apple, further trimming its stake in the tech giant. Despite this sale, Apple remains Berkshire's largest holding, showing Buffett's continued faith in the company, even as he locks in profits amid a changing market landscape.

At the same time, Berkshire Hathaway made a notable move into healthcare by adding a new position in UnitedHealth Group. The firm acquired over 5 million shares worth around $1.6 billion, signaling a strategic bet on the health insurance sector. UnitedHealth has faced challenges this year, from leadership changes to legal scrutiny, causing its stock price to fall sharply. Buffett’s move suggests confidence that the company can recover and deliver long-term gains.

Alongside these big moves, Berkshire also adjusted stakes across other sectors. The company increased investments in homebuilders such as D.R. Horton and Lennar, while reducing shares in companies like Bank of America and T-Mobile. These changes reflect Buffett’s strategy of balancing between traditional strongholds and new opportunities as markets evolve.

Buffett is known for his value investing philosophy — buying good companies at fair prices and holding them for the long run. Trimming Apple, however, shows a shift from the peak levels when Apple made up about half of Berkshire’s portfolio in 2023. Now, Berkshire is building a more diverse portfolio while still holding a massive position in tech.

The market has responded positively to Berkshire's moves. Apple shares, though trimmed, remain a core part of the portfolio, while UnitedHealth showed gains in after-hours trading following the investment news.

In summary, Warren Buffett’s Berkshire Hathaway continues to navigate a complex market by paring its stake in tech giant Apple but backing a beaten-down healthcare leader, UnitedHealth. This balancing act highlights Berkshire’s timeless approach: stay flexible, seek value, and invest for the long haul.

Keywords - Warren Buffett Berkshire Hathaway 2025, Berkshire Apple stake trimmed, UnitedHealth Group investment, Warren Buffett stock moves, Apple largest holding, Berkshire healthcare investment, D.R. Horton Lennar homebuilders, value investing strategy.

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