Berkshire Hathaway 13F Filing Reveals Strategic Portfolio Adjustments

Warren Buffett's Berkshire Hathaway unveiled significant portfolio changes in its latest 13F filing, initiating a $1.6 billion position in UnitedHealth Group while trimming stakes in Apple and Bank of America. The healthcare giant's shares surged 10% in after-hours trading following the disclosure.

The conglomerate established smaller new positions across diverse sectors—security products (Allegion), homebuilding (D.R. Horton), advertising (Lamar), and steelmaking (Nucor)—all witnessing immediate after-market gains. Notably, Berkshire completely exited its T-Mobile position and halved its Charter Communications stake.

Buffett continued paring two cornerstone holdings, selling $3.5 billion in Apple shares and $800 million in Bank of America stock. The moves follow last year's initial reductions. Chevron saw modest accumulation with 3 million additional shares purchased.