Berkshire Hathaway bought 5 million shares of UnitedHealth in Q2, a stake worth about $1.6 billion, and disclosed it sold roughly $1 billion of T‑Mobile US, exiting the telecom. The UNH disclosure pushed shares up 9.6% in after‑hours trading and 12.9% in premarket; UnitedHealth is still down more than 40% year‑to‑date. UnitedHealth has faced several crises recently, including last year’s killing of executive Brian Thompson, rising healthcare costs, an April earnings miss (the first in over a decade), a CEO change and plans to replace the CFO. During the quarter Berkshire also sold 20 million Apple shares (reducing its Apple stake value by about $9.2 billion), sold 26 million Bank of America shares lowering its stake to roughly 8%, took a $3.8 billion impairment on Kraft Heinz (leaving that stake unchanged in Q2), increased its position in homebuilder Lennar, trimmed D.R. Horton, and bought additional Nucor shares. Source: Bloomberg. #UNH #BRK.B #AAPL #FiatNews

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