UnitedHealth soars but Berkshire’s new stake may still be in the red
Warren Buffett spoke on May 3, 2025 at the Berkshire Hathaway in Nebraska, Omaha, at an annual shareholders’ meeting.
CNBC
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Unitedhealth Group Since Berkshire Hathaway was announced in mid -August, shares have increased almost 30% Buy some more than 5 million shares Between April 1 and 30 June.
A few minutes ago SEC FILMINGUNH closed at $ 271.49. On Friday, it ended the transaction at $ 352.51.
Although UNH has begun to jump at the lowest level of $ 237.77 on August 1, Berkshire’s approved the problematic stock is responsible for at least a large part of its latest gains.
However, it is not clear whether Berkshire’s investment is profitable at this point.
The current price increased by 13.0% since the closure of $ 311.97 at the end of the second quarter on June 30.
We don’t know exactly when Berkshire bought it in the second quarter, so we can just look at a number of possible purchase price.
(And of course, it may have continued to buy in the third quarter. We don’t know until mid -November.)
Berkshire, the highest level of $ 606.36 per share, would pay $ 3.1 billion for its shares and put 42% red.
At a lower level of $ 248.88, 5 million shares would be less than $ 1.3 billion and would gain a 42% profit.
The price for the period using the average closing price is 1.9 billion dollars. Today’s $ 1.8 billion value is about 8% below this level.
Since Berkshire’s acquisition is probably triggered by the price slide at the beginning of the quarter, the real purchase price is probably at the lower end of the range, but it seems that the stock is red despite the last gains of the stock.
Unitedhealth Group Inc. On April 21, 2025, the signage at the base of the New York Stock Exchange.
Michael Nagle | Bloomberg | Getty Images
However, Berkshire & Co. It is usually for long distance and there are some signs of rise for stock that falls 30% so far.
After meeting with UNH’s management, analysts in Morgan Stanley, ” [management] Where there was conviction on the return. “
On Friday, Morgan Stanley’s fellow wright increased the price target from $ 325 to $ 395.
And Jim Cramer from CNBC at the “Lightning Tur” on Tuesday, he doesn’t want to buy stocks under the investigation, but “There are some people who know the worst is over.”
Kraft Heinz shifts as Berkshire protrusion stalls
In an unusual movement for the normal passive investor, Buffett told CNBC that the company continued with these plans “disappointed”Although he knew that KHC represented his greatest shareholder, he opposed a division.
Yun Li from CNBC.com, Gordon Haskett’ten Don Bilson’u “investors may be related to the plan itself, beyond the concerns, Buffett now must struggle with the possibility of throwing his stock.”
Since the cost is more than 10%, any sales will have to be explained to the public within two working days.
Buffett leaves four notches in the new Forbes 400
Warren Buffett and Greg Abel, Nebraska on May 3, 2025, Berkshire Hathaway in Omaha, the annual shareholders meeting.
David A. Grogen | CNBC
Price Berkshire A Stocks, which are the source of almost all net value, increased almost 10% last year, Buffett donated stocks This summer worth $ 6.0 billion Gates Foundation and various family foundations.
In the autumn last autumn, gratitude gifts to family foundations Total 1.1 billion dollars.
If Buffett had all the shares he had given since 2006, he would now be about $ 350 billion.
This would put it in the #2 nest behind it Elon Musk’s 428 billion dollars As of September 9, the annual list that uses stock values.
The next day, Prophecy The stocks rose to a strong earnings report and added about $ 100 billion to Larry Ellison’s net value. Tesla Stocks have also risen since then.
As a result, Buffett would be almost connected Ellison’s 352 billion dollars In our hypothetical real -time ranking, Musk is still $ 463 billion.
Buffett, CNBC’s ‘Squawk Box’
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Important points from the archive
‘The power of capitalism is amazing’ (2011)
Berkshire stock observation
Berkshire’s best US holding – 5 September 2025
Berkshire’s best stocks in the USA, Japan and Hong Kong, based on market value based on today’s closing prices.
Holdings, as reported as of June 30, 2025 Berkshire Hathaway’s 13F Files On August 14, 2025:
The full list of Holdings and existing market values can be obtained from CNBC.com Berkshire Hathaway Portfolio Tracker.
Questions or comments
Please send me the questions or comments about the newsletter from this address. Alex.chippen@nbcuni.com. (I’m sorry, but we do not convey questions or comments to Buffett to him.)
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In addition, Buffett’s annual letters to shareholders are highly recommended. There is a gathered Here on Berkshire’s website.
– Alex Crippen, Editor, Warren Buffett Watch
