Abel Exits 16 Positions in Q1 2026, Surprising Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: NASDAQ.COM
- Portfolio Adjustment: In Q1 2026, Abel exited 16 positions, a move rarely seen during Buffett's tenure, indicating a potential preference for shorter holding periods, despite Buffett's claim that his 'favorite holding period is forever.'
- Surprising Sales: Abel sold unexpected stocks like Amazon and UnitedHealth Group, both of which still have solid prospects, suggesting that he may be cleaning up the portfolio, particularly positions managed by former investment manager Todd Combs.
- Market Reaction: While Abel's sales have drawn market attention, Amazon and UnitedHealth Group are still considered excellent investment choices, especially given their ongoing growth potential in AI and healthcare, which may attract interest from other investors.
- Long-Term Value: Abel's decisions may be viewed as short-term clean-up, but the fundamentals of Amazon and UnitedHealth Group remain strong, particularly with Amazon's upcoming satellite internet service and UnitedHealth's cash flow performance, potentially yielding substantial returns for long-term investors.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 266.320
Low
175.00
Averages
280.01
High
325.00
Current: 266.320
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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