Buffett just hit eject on UnitedHealth

Buffett’s “follow me” signal just reversed

For years, Berkshire Hathaway has been the investing equivalent of the cool kid’s lunch table. If Buffett was in, plenty of people wanted a seat. So when Berkshire reportedly sold its entire UnitedHealth stake, it’s not exactly the kind of move UNH shareholders want to hear before coffee.

Why investors care

This isn’t just a housekeeping trade. A full exit from a blue-chip health insurer can read like a quiet vote of no confidence, even if Berkshire had its own portfolio reasons for heading for the door.

What matters for you:

• It puts fresh spotlight on UNH’s turnaround story and whether the market is still too optimistic
• It can fuel sentiment pressure in the near term, especially with Buffett’s name attached
• It reminds investors that big-money exits can matter almost as much as earnings beats

Big picture

UNH doesn’t suddenly stop being a giant because Berkshire sold. But in a market that loves to overanalyze every Buffett breadcrumb, this is one more clue that the smart-money crowd may be getting more selective. And when the legend leaves the room, everybody else checks their own seat.