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 Chevron, Constellation Brands, Domino’s, HEICO, Lennar, and Pool Corporation. Berkshire liquidated its stake in T-Mobile US Inc (NASDAQ:TMUS).