The president’s financial disclosures reveal several trades in UnitedHealth and other insurers as the government set Medicare rate policies.
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The president’s financial disclosures reveal several trades in UnitedHealth and other insurers as the government set Medicare rate policies.
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
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
Healthcare stocks rose Monday afternoon, with the NYSE Healthcare Index adding 0.4% and the State St
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.
UnitedHealth stock tumbled after Berkshire Hathaway revealed it sold its entire stake in the health insurer.
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.
↗️ 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 […]
Berkshire Hathaway (NYSE:BRK.A) recorded its first quarter of portfolio decisions under new CEO Greg Abel. The company exited positions in Amazon, Visa, Mastercard, and UnitedHealth while sharply reducing the overall number of holdings. Berkshire returned to airline stocks with a new stake in Delta Air Lines and added exposure to Macy's, while reallocating more capital to Alphabet. Berkshire Hathaway enters this new phase with NYSE:BRK.A recently trading around $723,821.0 per share. Over...
Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have prepared more aggressively than Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). The conglomerate ended the first quarter sitting on a staggering $397.6 billion cash pile, ... Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet
For years, investors treated Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) as the market’s ultimate “follow-the-smart-money” signal. If Buffett bought, retail investors paid attention. If he sold, Wall Street usually started asking uncomfortable questions. Now Berkshire Hathaway has given investors another one to chew on. According to Berkshire’s latest SEC 13F filing, the conglomerate completely exited its ... Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake C
Berkshire Hathaway has fully exited its position in UnitedHealth Group (NYSE:UNH) under Greg Abel's leadership. The sale removes a high profile institutional investor from UnitedHealth's shareholder base. The move is separate from recent earnings, guidance, or valuation developments for UnitedHealth Group. For investors watching UnitedHealth Group at a current share price of $393.85, Berkshire Hathaway's exit comes after a period of strong recent stock performance. NYSE:UNH is up 3.7% over...
Berkshire Hathaway added stakes in Delta and Macy's during Greg Abel's first quarter as CEO of the conglomerate, while eliminating holdings in Amazon and other major companies.
Here's what investing conglomerate Berkshire Hathaway was buying and selling during the first quarter, the first period for Greg Abel at the helm since succeeding Warren Buffett as CEO. Delta Air Lines: Berkshire bought a sizable stake worth around $2.
Berkshire Hathaway took new positions in Delta Air Lines and Macy’s during its first quarter with Greg Abel as chief executive. The company also exited its positions in Amazon.com Domino’s Pizza, Mastercard Visa and UnitedHealth Group among others, during the March quarter. The exited holdings, all on the smaller side in Berkshire’s stock portfolio, might have been positions managed by former investment manager Todd Combs.