Convergence Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Other funds holding UNH
Convergence Financial's UNH Position: Q2 2026 in Review
Convergence Financial increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $194K and bringing the position to 5,341 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #82.
Convergence Financial first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Convergence Financial held 5,341 shares of UnitedHealth worth $2.22M as of Q2 2026.
- Convergence Financial bought 523 UnitedHealth shares in Q2 2026, an estimated $194K.
- UnitedHealth made up 0.18% of Convergence Financial's portfolio in Q2 2026, its #82 holding.
- Convergence Financial first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
- 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.