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Convergence Investment Partners’s UnitedHealth UNH Stock Holding History

Convergence Investment Partners’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.9M Buy
14,197
+11,925
+525% +$4.42M 0.56% 59
2026
Q1 		$615K Sell
2,272
-66
-3% -$19.7K 0.1% 205
2025
Q4 		$772K Sell
2,338
-39
-2% -$13.2K 0.15% 192
2025
Q3 		$821K Buy
2,377
+680
+40% +$206K 0.18% 173
2025
Q2 		$529K Sell
1,697
-134
-7% -$51.2K 0.13% 186
2025
Q1 		$959K Sell
1,831
-320
-15% -$164K 0.27% 134
2024
Q4 		$1.09M Sell
2,151
-11
-0.5% -$6.25K 0.24% 141
2024
Q3 		$1.26M Buy
2,162
+110
+5% +$62.2K 0.34% 96
2024
Q2 		$1.04M Sell
2,052
-50
-2% -$24.5K 0.31% 106
2024
Q1 		$1.04M Sell
2,102
-419
-17% -$213K 0.4% 80
2023
Q4 		$1.33M Buy
2,521
+107
+4% +$57.1K 0.69% 48
2023
Q3 		$1.22M Buy
2,414
+535
+28% +$263K 0.72% 50
2023
Q2 		$903K Sell
1,879
-75
-4% -$36.7K 0.52% 69
2023
Q1 		$923K Sell
1,954
-413
-17% -$199K 0.54% 68
2022
Q4 		$1.25M Buy
2,367
+273
+13% +$145K 0.74% 46
2022
Q3 		$1.06M Sell
2,094
-462
-18% -$243K 0.69% 51
2022
Q2 		$1.31M Sell
2,556
-31
-1% -$15.6K 0.79% 42
2022
Q1 		$1.32M Sell
2,587
-7
-0.3% -$3.38K 0.68% 54
2021
Q4 		$1.3M Sell
2,594
-91
-3% -$41.2K 0.66% 57
2021
Q3 		$1.05M Buy
2,685
+85
+3% +$35.2K 0.56% 73
2021
Q2 		$1.04M Sell
2,600
-135
-5% -$53.8K 0.45% 81
2021
Q1 		$1.02M Sell
2,735
-27
-1% -$9.36K 0.47% 76
2020
Q4 		$968K Buy
2,762
+51
+2% +$17.1K 0.49% 75
2020
Q3 		$845K Sell
2,711
-3,792
-58% -$1.16M 0.29% 122
2020
Q2 		$1.92M Buy
6,503
+576
+10% +$165K 0.66% 45
2020
Q1 		$1.48M Buy
5,927
+3,008
+103% +$828K 0.65% 48
2019
Q4 		$858K Sell
2,919
-20
-0.7% -$5.23K 0.24% 154
2019
Q3 		$639K Buy
2,939
+125
+4% +$30.2K 0.18% 175
2019
Q2 		$687K Sell
2,814
-4,001
-59% -$962K 0.17% 176
2019
Q1 		$1.69M Sell
6,815
-3,542
-34% -$903K 0.37% 106
2018
Q4 		$2.58M Buy
10,357
+732
+8% +$193K 0.59% 48
2018
Q3 		$2.56M Sell
9,625
-8,128
-46% -$2.11M 0.52% 59
2018
Q2 		$4.36M Sell
17,753
-274
-2% -$65.8K 0.61% 48
2018
Q1 		$3.86M Buy
18,027
+1,161
+7% +$265K 0.5% 60
2017
Q4 		$3.72M Buy
16,866
+4,870
+41% +$1.03M 0.5% 68
2017
Q3 		$2.35M Sell
11,996
-1,440
-11% -$278K 0.33% 111
2017
Q2 		$2.49M Sell
13,436
-2,572
-16% -$451K 0.36% 97
2017
Q1 		$2.63M Buy
16,008
+13,813
+629% +$2.26M 0.37% 102
2016
Q4 		$351K Sell
2,195
-362
-14% -$54.1K 0.05% 282
2016
Q3 		$358K Sell
2,557
-25
-1% -$3.5K 0.05% 299
2016
Q2 		$365K Sell
2,582
-59
-2% -$7.87K 0.05% 289
2016
Q1 		$340K Buy
2,641
+90
+4% +$10.6K 0.04% 309
2015
Q4 		$300K Sell
2,551
-36,834
-94% -$4.31M 0.03% 302
2015
Q3 		$4.57M Sell
39,385
-643
-2% -$77K 0.52% 53
2015
Q2 		$4.88M Buy
40,028
+22,673
+131% +$2.68M 0.48% 58
2015
Q1 		$2.05M Sell
17,355
-16,804
-49% -$1.87M 0.29% 126
2014
Q4 		$3.45M Buy
34,159
+4,815
+16% +$456K 0.46% 61
2014
Q3 		$2.53M Sell
29,344
-7,243
-20% -$612K 0.35% 103
2014
Q2 		$2.99M Buy
36,587
+62
+0.2% +$4.88K 0.39% 76
2014
Q1 		$3M Buy
36,525
+16
+0% +$1.2K 0.46% 62
2013
Q4 		$2.75M Buy
36,509
+12
+0% +$862 0.45% 65
2013
Q3 		$2.61M Buy
36,497
+8,115
+29% +$581K 0.55% 41
2013
Q2 		$1.86M Buy
+28,382
New +$1.77M 0.48% 56

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Convergence Investment Partners's UNH Position: Q2 2026 in Review

Convergence Investment Partners increased its UnitedHealth (UNH) stake by 525% in Q2 2026, buying an estimated $4.42M and bringing the position to 14,197 shares worth $5.9M. The position accounts for 0.56% of the portfolio, ranked #59.

Convergence Investment Partners first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Convergence Investment Partners held 14,197 shares of UnitedHealth worth $5.9M as of Q2 2026.
  • Convergence Investment Partners bought 11,925 UnitedHealth shares in Q2 2026, an estimated $4.42M.
  • UnitedHealth made up 0.56% of Convergence Investment Partners's portfolio in Q2 2026, its #59 holding.
  • Convergence Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.