Berkshire Hathaway, led by Warren Buffett, has made notable portfolio adjustments in 2025, prominently increasing its stake in UnitedHealth Group (UNH) with a $1.57 billion investment. This move has driven UnitedHealth shares to surge over 20%, reflecting strong market confidence despite some ongoing challenges. Berkshire's strategic shift includes focusing more on health, housing, and steel sectors while exiting telecom, exemplified by selling its T-Mobile (TMUS) holdings. Concurrently, Berkshire trimmed its Apple (AAPL) position by selling 20 million shares worth approximately $4 billion in the second quarter of 2025, reducing its Apple stake to $57.4 billion, the smallest in over five years, despite Buffett praising Apple CEO Tim Cook as his best partner. Berkshire's cash reserves have reached a record $347.7 billion, representing 29.9% of its total assets, the highest level ever recorded. Additionally, Warren Buffett announced his decision to step down as CEO of Berkshire Hathaway at the end of 2025, concluding his 60-year tenure during which he transformed the company into a $1.16 trillion conglomerate. Morgan Stanley has reiterated an overweight rating on UnitedHealth but lowered its price target to $325, citing a prolonged turnaround with potential earnings per share upside by 2027. Market analysts note that UnitedHealth's stock has shown strong technical performance, maintaining levels above $300 with resistance near $325-$326. Berkshire's portfolio reshuffle also includes new investments in companies such as LAMR, DHI, and NUE, while divesting from telecom stocks.