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Both Berkshire Hathaway and David Tepper Silently Dumped the Same Healthcare Giant in the Same Quarter
Key takeaways
- UNH shed 965,000 Medicare Advantage members in Q1 and plans to cut 2-3 million more, rebuilding margins through shrinkage rather than pricing power.
- A federal OIG report found UNH s post-hospital care denial rates hit 51-80%, well above peers, while preliminary 2027 Medicare Advantage rates came in below expectations.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Berkshire Hathaway didn t make the cut.
Both Berkshire Hathaway and David Tepper Silently Dumped the Same Healthcare Giant in the Same Quarter Omor Ibne Ehsan Mon, June 22, 2026 at 11:34 PM GMT+7 4 min read UNH BRK-B NVDA Quick Read Berkshire Hathaway fully exited UNH in Q1 2026 as Tepper s Appaloosa also cut its stake, while 22 analysts kept buy ratings with a $407 target.
UNH shed 965,000 Medicare Advantage members in Q1 and plans to cut 2-3 million more, rebuilding margins through shrinkage rather than pricing power.
A federal OIG report found UNH s post-hospital care denial rates hit 51-80%, well above peers, while preliminary 2027 Medicare Advantage rates came in below expectations.
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