Despite making his investment during the UnitedHealth (NYSE: UNH) stock market bloodbath of the second quarter (Q2) of 2025, Warren Buffett was down an estimated $265 million on the bet as recently as late March.
Specifically, between April and July last year, UNH shares collapsed from approximately $600 to about $270, creating what appeared like an excellent buying opportunity, but, in more recent months, they collapsed as low as $259 by March 29.
Though such performance rendered Warren Buffett’s multi-billion dollar investment unprofitable, another dramatic turn – UnitedHealth stock’s latest rally – might have rapidly turned a potential massive loss into a triumphant profit.
Indeed, within the last 24 hours and between the regular and extended sessions, UNH shares rallied more than 10% from their April 6 closing price of $281.41 to their April 8 press time price of $311.17.
Warren Buffett might have turned $265 million UNH stock loss into $350 million profit in one week
Examining the first Berkshire Hathaway (NYSE: BRK.B) 13-F filing that contained UnitedHealth equity, the company owned just over 5 million shares worth a total of $1.57 billion, given the closing price on June 30, 2025 – the last day of the quarter.
Under the circumstances, if Warren Buffett acquired UNH stock at the last moment, his investment is worth $1.55 billion at press time on April 8, meaning the previous loss had diminished to approximately $20 million.
Still, given the two major price crashes UnitedHealth suffered in mid-April and mid-May in 2025 and knowing Warren Buffett’s approach, it appears that his most likely purchase price was in the range between $270 and $370.
If such an assumption is correct, ‘The Oracle of Omaha’ might have invested between $1.85 billion and $1.35, meaning the change to his position might range from a $300 million loss to $350 million in profits.
Lastly, there is a possibility that Warren Buffett elected to buy the 5 million UnitedHealth shares before the mid-April 2025 price collapse started in earnest, meaning there is a possibility he purchased when the equity was somewhere between $550 and $600.
Under this unlikely scenario, the legendary investor might, in fact, be down as much as $1.5 billion by early April 2026 despite the remarkable 10% UNH stock market rally.
Featured image via Shutterstock
