Convergence Investment Partners, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in UNH

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,900,699

+$5,285,919 QoQ

Shares Held

14,197

+524.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#913

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $24,690,056 across 6 Healthcare Plans names. UNH ranks #1 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	14,197	$5,900,699
2	CI	Cigna Group	20,847	$5,747,100
3	CVS	CVS HEALTH Corp	50,785	$5,253,708
4	CNC	Centene Corp	72,957	$4,683,109
5	OSCR	Oscar Health, Inc.	100,764	$2,873,789
6	ELV	Elevance Health, Inc.	599	$231,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,900,699	14,197	+524.9%	Shares	Sole	2026-07-31
2026-03-31	$614,780	2,272	-2.8%	Shares	Sole	2026-05-07
2025-12-31	$771,797	2,338	-1.6%	Shares	Sole	2026-02-05
2025-09-30	$820,778	2,377	+40.1%	Shares	Sole	2025-11-04
2025-06-30	$529,413	1,697	-7.3%	Shares	Sole	2025-08-01
2025-03-31	$958,986	1,831	-14.9%	Shares	Sole	2025-05-06
2024-12-31	$1,088,104	2,151	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$1,264,078	2,162	+5.4%	Shares	Sole	2024-10-29
2024-06-30	$1,045,001	2,052	-2.4%	Shares	Sole	2024-08-01
2024-03-31	$1,039,859	2,102	-16.6%	Shares	Sole	2024-05-03
2023-12-31	$1,327,230	2,521	+4.4%	Shares	Sole	2024-02-05
2023-09-30	$1,217,114	2,414	+28.5%	Shares	Sole	2023-11-02
2023-06-30	$903,122	1,879	-3.8%	Shares	Sole	2023-07-26
2023-03-31	$923,440	1,954	-17.4%	Shares	Sole	2023-05-09
2022-12-31	$1,254,936	2,367	+13.0%	Shares	Sole	2023-02-03
2022-09-30	$1,057,553	2,094	-18.1%	Shares	Sole	2022-11-08
2022-06-30	$1,312,838	2,556	-1.2%	Shares	Sole	2022-08-05
2022-03-31	$1,319,292	2,587	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$1,302,551	2,594	-3.4%	Shares	Sole	2022-01-25
2021-09-30	$1,049,136	2,685	+3.3%	Shares	Sole	2021-10-25
2021-06-30	$1,041,144	2,600	-4.9%	Shares	Sole	2021-07-19
2021-03-31	$1,017,611	2,735	-1.0%	Shares	Sole	2021-04-30
2020-12-31	$968,578	2,762	+1.9%	Shares	Sole	2021-02-05
2020-09-30	$845,208	2,711	-58.3%	Shares	Sole	2020-10-28
2020-06-30	$1,918,059	6,503	+9.7%	Shares	Sole	2020-07-30
2020-03-31	$1,478,075	5,927	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.