UNH
Buffett’s exit got everyone’s attention
UnitedHealth had a rough Monday morning after Berkshire Hathaway revealed in a fresh 13F filing that it had liquidated its entire position in UNH. That’s about 5 million shares gone — and in Buffett-world, that’s not a shrug emoji, that’s a statement.
Why this matters
When Berkshire decides to bail, traders don’t just notice — they zoom in like it’s the season finale. The sale lands especially hard because Berkshire only built the stake in 2025 and held it for less than a year. So now the obvious question is: what changed?
The plot twist: UNH has other things going on too
The stock drop wasn’t just about Berkshire’s exit. UnitedHealth is also trying to sell Wall Street on its AI-heavy operating makeover:
- It’s reportedly tracking how often some employees use tools like ChatGPT and Copilot
- The company says it has already rolled out more than 1,000 AI use cases
- Management says it plans to spend about $1.5 billion on AI this year
- It also says the payoff has already been more than 2-to-1
That’s a lot of AI buzz — but investors are still juggling the bigger picture: margins, claims processing, and whether the business can keep recovering cleanly after a messy stretch.
The market, in plain English
UNH was down 3.05% in premarket trading to $381.84. Sure, one filing doesn’t rewrite the whole story, but when Berkshire exits stage left, the audience tends to assume there’s a reason.
Big picture: UnitedHealth is trying to convince investors that AI, scale, and operational discipline will drive the next leg higher. Berkshire’s exit just made that pitch a little harder to hear.