Berkshire Hathaway Exits T-Mobile, Boosts UnitedHealth Stake Amid Market Shifts

In 2025 and 2026, Warren Buffett's Berkshire Hathaway made significant portfolio adjustments, including a major $1.6 billion investment in UnitedHealth Group despite regulatory challenges and company leadership changes, signaling Buffett's confidence in its long-term value and insurance sector. Concurrently, Berkshire Hathaway exited its entire $1 billion stake in T-Mobile, reflecting a strategic shift toward sectors like health care and industrials. Buffett also re-entered the energy sector by acquiring 3 million shares of Chevron, underscoring renewed confidence in energy investments. However, despite his success, Buffett has acknowledged one of his biggest mistakes was investing in Berkshire Hathaway itself when it was a struggling textile company, reflecting on the sunk costs and emotional challenges faced early in his investment career. His approach remains rooted in value investing principles, favoring long-term stability and predictable returns, as seen in his strategic portfolio moves and his cautious trimming of other holdings like Apple. These developments highlight Buffett's disciplined, value-focused investment philosophy amid evolving market conditions.