According to the latest financial report, Berkshire Hathaway made significant adjustments to its investment portfolio in the second quarter of this year. Although Apple Inc. remains its largest holding, Berkshire reduced its stake by approximately 20 million shares, causing the market capitalization of its holdings to decline by $4.1 billion. Additionally, the company significantly cut its holdings in Bank of America, reducing over 26 million shares, which resulted in its ownership stake in the bank dropping by more than 40%.

During the same period, Berkshire completely exited its investment in T-Mobile, while starting to position itself in the healthcare and steel industries. The company added over 5 million shares of UnitedHealth, and by the end of the quarter, the market capitalization of this investment was close to $1.6 billion. Notably, this move triggered a market reaction, with UnitedHealth's stock price rising more than 9% in after-hours trading.

Berkshire has also made its first investment in Nucor Steel, acquiring over 6.6 million shares with an investment amount exceeding $800 million. Among its top ten holdings, Chevron is the only stock that has been increased, with an additional purchase of over 3.4 million shares.

These investment changes reflect Berkshire's strategic adjustments in the current economic environment, showing that the company is balancing its exposure to technology stocks while strengthening its positioning in the healthcare and infrastructure sectors. This diversification strategy may be aimed at addressing market uncertainties and seeking new growth opportunities.