Just three months ago, we highlighted why the sharp sell-off in UnitedHealth Group (NYSE: UNH) presented a long‑term opportunity despite regulatory investigations, leadership transitions, and market uncertainty. You can read that full analysis here.

That thesis has now been powerfully validated. In a standout move for Q2 2025, Warren Buffett’s Berkshire Hathaway quietly acquired just over 5 million shares of UnitedHealth, amounting to roughly $1.6 billion as of June 30, 2025.

When and How Much: The Investment Details

• Acquisition Period: Berkshire built this position between April 1 and June 30, 2025, capturing UNH while the stock was depressed.
• Size and Value: The stake stands at 5.04 million shares, valued at approximately $1.57 billion by the end of Q2.
• Portfolio Significance:
  • UNH is now the 18th‑largest holding in Berkshire’s equity portfolio.
  • The position represents around 0.6% of Berkshire’s overall equity holdings.

Why Buffett’s Move Matters

• Classic Value Strategy: Buffett seized on a beaten-down UNH stock—impacted by DOJ scrutiny, surging costs, and management upheaval—as a classic contrarian opportunity.
• Dividend Appeal: UNH’s roughly 3%+ dividend yield stood out, more than double that of the S&P 500—a key attractor to Buffett’s dividend-oriented philosophy
• Sentiment Catalyst: The announcement sparked a 12% jump in UNH shares, signaling renewed confidence in the firm’s prospects.

Updated Outlook

UnitedHealth’s fundamentals—diversified services, durable technology platforms, and robust cash flows—remain intact. Combined with:

• Stephen Hemsley’s return and insider share purchases, and
• Berkshire Hathaway’s institutional endorsement,

this sets the stage for a potential re-rating of UNH stock well before our earlier 2026 recovery projection.

We remain steadfast: for patient, long-term investors, UnitedHealth continues to offer a compelling entry point, now bolstered by Buffett’s vote of confidence.