Convergence Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Other funds holding UNH
VCM
VPM
Convergence Financial's UNH Position: Q1 2026 in Review
Convergence Financial increased its UnitedHealth (UNH) stake by 519% in Q1 2026, buying an estimated $1.2M and bringing the position to 4,818 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #83.
Convergence Financial first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Convergence Financial held 4,818 shares of UnitedHealth worth $1.32M as of Q1 2026.
- Convergence Financial bought 4,040 UnitedHealth shares in Q1 2026, an estimated $1.2M.
- UnitedHealth made up 0.14% of Convergence Financial's portfolio in Q1 2026, its #83 holding.
- Convergence Financial first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.