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Berkshire Hathaway (NYSE:BRK.A) is undergoing a major 2026 portfolio overhaul under new CEO Greg Abel. The company is exiting long-held positions in Amazon, Visa, Mastercard, and UnitedHealth. Berkshire is re entering the airline sector with a large stake in Delta Air Lines. The company has lifted its Alphabet position by 225% while cutting the total number of holdings and continuing buybacks. Berkshire Hathaway is best known for its broad mix of operating businesses and large listed equity...

Berkshire's move adds fresh pressure on the health insurer's shares

UNH is under the spotlight after Berkshire Hathaway's 13F reveals it exited its entire stake, sparking surprise selling and fresh scrutiny on headwinds.

Pharmacy benefit managers (PBMs) sit at the chokepoint of U.S. drug distribution. They negotiate rebates, design formularies, adjudicate claims, and steer patient adherence. Modern artificial intelligence (AI) is designed to compress each of these high-volume, rules-driven processes. As autonomous prior authorization, real-time formulary optimization, and AI-driven rebate analytics scale, the Big Three PBMs face a ... AI Is Coming for Pharmacy Benefit Managers: Potential Winners and Losers

UnitedHealth Hit as Berkshire Bows Out After Brief Return to Stock

Berkshire exited 16 stocks in Q1 under CEO Greg Abel, but its Chevron stock sale stood apart. Despite trimming its stake, Berkshire still appears deeply committed to the energy giant.

UnitedHealth Group Incorporated (NYSE:UNH) is included among the 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026. On May 18, Reuters reported that shares of UnitedHealth Group Incorporated (NYSE:UNH) dropped more than 2% on Monday after Berkshire Hathaway revealed it had sold its stake in the healthcare giant as part […]

Healthcare stocks rose late Monday afternoon, with the NYSE Healthcare Index and the State Street He

Shares of Humana (NYSE:HUM) are trading near $303 at midday Monday, slightly lower on the session after a flat open. The one-month picture, however, tells a very different story. Humana stock is up 48% over the past month, dwarfing peers in the managed care complex. That run has put Humana well ahead of UnitedHealth Group ... Humana Just Ripped 48% in a Month. Is It Outperforming Other Healthcare Stocks Like UnitedHealth and Cigna?

Healthcare stocks rose Monday afternoon, with the NYSE Healthcare Index adding 0.4% and the State St

UnitedHealth's stock collapsed more than 50% in the first half of 2025. Berkshire Hathaway stepped in at the lows. The stock then rebounded 45% in nine months. And on May 15, Berkshire's 13F filing showed the position was gone. The speed of the trade and the timing of the exit tell investors ...

Shares of UnitedHealth Group slipped on Monday after Berkshire Hathaway revealed in a regulatory filing that it divested from the healthcare giant during the first quarter.

The Dow Jones Industrial Average, Nasdaq Composite and S&P 500 Index were down in late-morning tradi

A state court judge ruled that the search of Luigi Mangione’s backpack in McDonalds was illegal, but allowed in other evidence, including the gun, in the case against the man accused of the killing of the UnitedHealthcare CEO.

Greg Abel exited positions including Visa, Mastercard, Amazon, and UnitedHealth while boosting Berkshire's Alphabet stake to almost 58 million shares

The exit was part of a broader portfolio reshuffle in the first quarter after Greg Abel succeeded Warren Buffett as CEO

UnitedHealth stock tumbled after Berkshire Hathaway revealed it sold its entire stake in the health insurer.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

The health insurer's shares fell early Monday after Berkshire disclosed it exited its position in the company in the first quarter.

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The letter emphasizes a long-term, fundamentals-driven investment philosophy, arguing that while stock prices can be volatile in the short run, they ultimately follow underlying earnings growth—illustrated through the “dog and owner” analogy. The […]

US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...

The health insurer's shares fell early Monday after Berkshire disclosed it exited its position in the company in the first quarter.

The benchmark US stock measures were tracking in the red before the opening bell Monday as investors

Shares in Delta and Macy’s rise after Berkshire Hathaway initiates positions. Dominion rallies on reports of a takeover by NextEra Energy.

↗️ Dominion Energy (D): The utility company is in talks to be acquired by NextEra Energy (NEE) in what would be one of the largest deals of the year. Dominion shares climbed 12% premarket, while NextEra's edged lower.

FTSE 100 up 130 points to 10,327 Anglo American sells coking coal assets Weak China economic data hits miners Bond market continues to loom after hot inflation numbers last week UK politics eyed as leadership challengers prepare 2.59pm: New York opens mostly higher, while FTSE...

We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. UnitedHealth Group Incorporated (NYSE:UNH) is one the stocks discussed by Jim Cramer. Health insurer UnitedHealth Group Incorporated (NYSE:UNH)’s stock is up by 43.6% over the past year and by 17% year-to-date. JPMorgan discussed the firm on April 28th as it bumped […]