Berkshire Hathaway is deploying its $344B cash pile into undervalued stocks like UnitedHealth, while trimming Apple and BAC. See why BRK.A stock is a buy.

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).

Warren Buffett's modus operandi is to wait for price dislocations to present themselves. In a historically pricey stock market, locating value has been virtually impossible. Yet, with UnitedHealth Group stock losing more than half its value since the midpoint of April, a rare price dislocation has emerged.

Buffett owned UnitedHealth shares before selling his stake in 2010, though his Berkshire Hathaway recently acquired shares.