Buffett, UnitedHealth Group
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UnitedHealth has been the Dow’s worst performer of 2025, but jumped 13% Friday. Here’s why Buffett and other leading hedge funds suddenly love the stock.
B stake in UnitedHealth Group Incorporated signals a market shift. Click for why I have now upgraded UNH stock to Buy.
Warren Buffett's modus operandi is to wait for price dislocations to present themselves. In a historically pricey stock market, locating value has been virtually impossible. Yet, with UnitedHealth Group stock losing more than half its value since the midpoint of April, a rare price dislocation has emerged.
Buffett owned UnitedHealth shares before selling his stake in 2010, though his Berkshire Hathaway recently acquired shares.
Warren Buffett's Berkshire Hathaway increased its holdings in UnitedHealth Group stock, and also added positions in D.R. Horton, Lamar Advertising, and Nucor.