Position in UNH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,219,879
+$916,177 QoQ
Shares Held
5,341
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,354
of 3,353 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Convergence Financial, LLC holds $4,102,480 across 2 Healthcare Plans names. UNH ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
5,341 | $2,219,879 | |
| 2 | ELV |
Elevance Health, Inc.
|
4,868 | $1,882,601 |
All Filings in UNH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,219,879 | 5,341 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,303,702 | 4,818 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $256,825 | 778 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $302,828 | 877 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $265,541 | 507 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $249,388 | 493 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $322,743 | 552 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $225,092 | 442 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||