UNITEDHEALTH GROUP INC
No SEC Form 4 filings for $UNH in the last 30 days.
Berkshire Hathaway said Greg Abel, Buffett’s successor, could be positioned to add to holdings after a Q1 13F showed 16 closed positions, including Visa, Mastercard, UnitedHealth, Domino’s and Amazon. Abel’s biggest buy was Alphabet: 36.4 million shares, raising Berkshire’s stake to over 54 million (~6%). The article also notes Berkshire has nearly $400B cash.
Berkshire Hathaway’s first-quarter 2026 13F, covering CEO Greg Abel’s initial period, shows changes to its $330 billion equity portfolio. Abel added Delta Air Lines and Macy’s and tripled Alphabet, while selling out of 16 smaller holdings, including Amazon, Visa, Mastercard, UnitedHealth Group, and Heico. After sales, the portfolio has 29 positions, with Apple, American Express, and Coca-Cola among the largest.
UnitedHealth Group Incorporated shares have rebounded after a six-session losing streak, with the stock up about 1.6% in afternoon trading to around $388.90, according to GuruFocus. This rebound follows recent quarterly earnings that surpassed market expectations, and the company's dual structure of UnitedHealthcare and Optum continues to position it strongly within the US healthcare value chain. Despite the short-term volatility, the company's long-term trajectory over the past year has been positive, and analysts generally maintain a positive stance on the stock.
