巴菲特减持苹果和美银，16亿美元重仓新进联合健康

Group 1 - Berkshire Hathaway reduced its holdings in Apple by 20 million shares and in Bank of America by 26.3 million shares during Q2 [2][4] - The company established new positions in six stocks, including UnitedHealth with over 5 million shares and Nucor Steel with over 6.6 million shares [2][3] - Berkshire increased its stake in Chevron by over 3.45 million shares [2] Group 2 - The market value of Berkshire's holdings in UnitedHealth reached approximately $1.57 billion, leading to a post-announcement stock price increase of over 10% [4][6] - As of the end of Q2, Berkshire's disclosed long positions in U.S. stocks amounted to $257.5 billion [3] - UnitedHealth's stock has experienced a significant decline of 45% year-to-date, amid ongoing investigations into its billing practices by the U.S. government [6]