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Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...

Go beyond the broad index and find which segment of healthcare best suits your portfolio needs now.

Recent performance snapshot UnitedHealth Group (UNH) has drawn fresh investor attention after recent price moves, with the stock up 1.6% on the day and showing mixed short term performance over the past week and month. Over the past week, the share price declined 1.4%, while over the past month it gained 9.9%. Looking at longer horizons, the stock is up 33.9% over the past 3 months and 15.5% year to date. See our latest analysis for UnitedHealth Group. With the latest share price at $388.47...

UnitedHealth has engineered a turnaround, in part by adopting AI tools.

According to Kiplinger, the Congressional Joint Economic Committee found Medicare Advantage is overpaying insurers by $212 per enrollee. The figure looks small until you scale it. The data, scaled Multiply $212 against roughly 33 million Medicare Advantage enrollees and the system is leaking about $7 billion a year in excess payments to private insurers. Medicare ... Congressional Joint Economic Committee Pegs Medicare Advantage Overpayments at $7 Billion Annually and Rising

Molina (MOH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

UnitedHealth Group Incorporated (NYSE:UNH) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 22, UBS analyst AJ Rice raised the firm’s price recommendation on UnitedHealth Group Incorporated (NYSE:UNH) to $460 from $410. He reiterated a Buy rating on the shares. The analyst said managed care organizations broadly increased […]

UnitedHealth Group Incorporated (NYSE:UNH) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added UnitedHealth to its U.S. Conviction List on May 1, alongside Interactive Brokers, while removing Abbott Laboratories and Keysight Technologies. The firm said its conviction lists highlight stocks it views favorably for investment, and UnitedHealth’s inclusion […]

Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still preserves Berkshire’s core long-term holdings and culture. We’ll now examine how this major...

UnitedHealth (UNH) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Berkshire Hathaway dumped its UnitedHealth stake, sending UNH stock lower. But the real story for long-term investors is far more encouraging.

Berkshire boosts Japan trading house stakes, exits Visa/Mastercard and buys Delta shares as new CEO Greg Abel targets steady cash flow.

Mizuho raised its price target on UnitedHealth Group (NYSE:UNH) to $440 from $410 and kept an Outperform rating on the managed care leader. The call is part of a sector-wide constructive reset by the firm, with price targets lifted across five major insurers on the same day. For watchful investors, the message is that the ... UnitedHealth Price Target Lifted to $440 at Mizuho: The Managed Care Storm Clouds Are Clearing

Tech stocks have come under some pressure as higher interest rates are weighing on the group. Meanwhile, Berkshire Hathaway Inc. (BRK.B) made some of the most drastic changes to its portfolio in years under new CEO Greg Abel according to the latest 13F filings, observes Amber Kanwar, host of the In the Money with Amber Kanwar podcast.

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

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.