Berkshire Hathaway Reduces Apple Holdings by 20 Million Shares, Adds UnitedHealth Group

Berkshire Hathaway, the investment conglomerate, has made significant adjustments to its portfolio during the second quarter of 2025. The company reduced its holdings in several major stocks, including Apple, Bank of America, Charter Communications, and DaVita. Concurrently, Berkshire Hathaway increased its investments in various sectors, notably adding UnitedHealth Group to its portfolio.

In the latest regulatory filing, Berkshire Hathaway disclosed that it sold 20 million shares of Apple, reducing its total holdings to 2.8 billion shares. This move comes as a surprise given Apple's strong market position, but it underscores Berkshire Hathaway's strategic approach to investing. The company also reduced its holdings in Bank of America by 26.3 million shares, bringing its total holdings to 6.053 billion shares. Additionally, Berkshire Hathaway slightly reduced its holdings in DaVita, a kidney care services provider, and Charter Communications.

One of the most significant changes in the filing was the addition of UnitedHealth Group to Berkshire Hathaway's portfolio. The company acquired 5.04 million shares of UnitedHealth Group, valued at 15.7 billion dollars. This investment signals Berkshire Hathaway's confidence in the long-term prospects of the healthcare sector, despite short-term difficulties. The move has drawn attention given the current challenges faced by the healthcare giant, but it underscores Berkshire Hathaway's strategic approach to investing.

Berkshire Hathaway also increased its holdings in several other companies, including Nucor, D.R. Horton, Lennar, Pool Corporation, and HEICO. These investments span various industries, from energy and consumer goods to construction and healthcare, demonstrating Berkshire Hathaway's commitment to a diversified investment strategy. The company acquired 6.61 million shares of Nucor, valued at 8.568 billion dollars, and 1.49 million shares of D.R. Horton, valued at 1.915 billion dollars. Additionally, Berkshire Hathaway acquired 7.05 million shares of Lennar, valued at 7.797 billion dollars, and increased its holdings in Pool Corporation to 3.46 million shares, valued at 10.1 billion dollars. The company also increased its holdings in HEICO to 1.29 million shares, valued at 3.35 billion dollars.

The decision to increase holdings in UnitedHealth Group, despite its current challenges, highlights Berkshire Hathaway's long-term investment philosophy. The company has a history of investing in companies with strong fundamentals and long-term growth potential, even during periods of short-term volatility. This approach has proven successful in the past, and the investment in UnitedHealth Group is likely to follow a similar trajectory. The company's decision to increase its holdings in UnitedHealth Group, despite its current challenges, underscores its confidence in the healthcare sector's long-term prospects. These moves are consistent with Berkshire Hathaway's investment philosophy, which prioritizes long-term growth and stability over short-term gains.