WarrenBuffet-CF @WarrenBuffet-CF: "🩺 Buffett Bets on Healthcare,..."

Smart Portfolio

🩺 Buffett Bets on Healthcare, Exits Telecom Warren Buffett’s Q2 portfolio moves reflect a shift that goes deeper than numbers. The standout headline: $BRK.B (Berkshire Hathaway Inc) opened a $1.6B position in $UNH (UnitedHealth) —a bold step into a company that’s been under pressure. UnitedHealth has faced rising medical costs, leadership turmoil, and even tragedy in recent years. By stepping in now, Buffett seems to be signaling that resilience often hides beneath crisis. On the other side, Berkshire fully exited $TMUS (T-Mobile Us Inc) closing a chapter in telecom, and trimmed long-standing stakes in $AAPL (Apple) and $BAC (Bank of America Corp) While Apple remains Berkshire’s single largest equity holding, Buffett’s decision to scale back—again—suggests disciplined rebalancing rather than a loss of conviction. Beyond the headlines, Berkshire made quieter adjustments: adding to $LEN (Lennar Corp) in housing, boosting $NUE (Nucor Corp) in steel, while easing off $DHI (D.R. Horton Inc) It also kept its troubled $KHC (Kraft Heinz Co) stake unchanged despite earlier write-downs.