Warren Buffett’s Berkshire Hathaway (BRK.B) updated its portfolio for the second quarter of 2025, surprising investors with a new stake in UnitedHealth Group (UNH) while reducing its large holding in Apple (AAPL).
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The conglomerate disclosed in its latest 13F filing that it had bought about 5 million UnitedHealth shares, valued at roughly $1.6 billion as of June 30. The position had been built quietly since late last year, a move likely intended to avoid sparking market volatility. Following the news, UnitedHealth shares rose more than 10% in after-hours trading.
During Q2 2025, Berkshire Hathaway’s 13F stock portfolio value edged down from roughly $260 billion to about $258 billion, with its top five holdings—Apple, American Express (AXP), Bank of America (BAC), Coca-Cola (KO), and Chevron Corp (CVX)—making up around 75% of the total portfolio.
Other Purchases in Q2
Alongside its new stake in UnitedHealth, Berkshire added to several key positions. It purchased roughly 3 million shares of Chevron, bringing its total to about 350 million shares, valued near $54 billion. The firm also increased stakes in Lennar (LEN) by about 7 million shares, Constellation Brands (STZ) by 2 million shares, and Domino’s Pizza (DPZ) by 500,000 shares.
Smaller new positions were opened in Allegion (ALLE), D.R. Horton (DHI), and Lamar Advertising (LAMR). Meanwhile, core holdings in Coca-Cola and American Express (AXP) were left unchanged, signaling ongoing confidence in these long-term winners.
Berkshire Trims Positions in These Stocks
On the selling side, Berkshire completely exited its stake in T-Mobile (TMUS) and trimmed holdings in Charter Communications (CHTR), Bank of America, and Apple.
Specifically, Berkshire sold 20 million shares of Apple, decreasing its stake to 280 million shares, valued at approximately $57.4 billion. This reduction continues a broader divestment trend that began in 2023, with Berkshire having previously sold over 615 million Apple shares between Q3 2023 and Q2 2025.
Regarding Bank of America, Berkshire trimmed its position by 26 million shares, reducing its holdings to 605 million shares, valued at around $28 billion.
Is BRK.B Stock a Buy?
Only one analyst currently offers a rating and price target on Berkshire Hathaway’s more affordable class B stock. So instead, we’ll look at the stock’s three-month performance. As one can see in the chart below, shares of BRK.B have declined 5.5% in the last 12 weeks.
