Convergence Investment Partners, LLC Sells in Q2 2025

Convergence Investment Partners, LLC

  • $380 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-22.2K
- 51.82%
$124.66 - $159.48 $2.76M - $3.54M
20.6K $3.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.43K
- 53.71%
$483.48 - $539.8 $1.66M - $1.85M
2.95K $1.43M
AAPL
Apple Inc.

Technology
-6.19K
- 25.24%
$172.42 - $223.89 $1.07M - $1.38M
18.3K $3.76M
CVX
Chevron Corp

Energy
-7.46K
- 30.44%
$133.73 - $168.51 $997K - $1.26M
17K $2.44M
COP
Conocophillips

Energy
-12.2K
- 83.85%
$82.66 - $106.1 $1.01M - $1.29M
2.35K $210K
PFE
Pfizer Inc

Healthcare
-48.2K
- 81.0%
$21.59 - $24.84 $1.04M - $1.2M
11.3K $273K
FFIV
F5, Inc.

Technology
-4.65K
- 57.21%
$239.25 - $295.9 $1.11M - $1.38M
3.48K $1.02M
ABBV
Abb Vie Inc.

Healthcare
-2.58K
- 9.42%
$170.16 - $206.27 $439K - $532K
24.8K $4.6M
BMY
Bristol Myers Squibb CO

Healthcare
-34
- 0.04%
$44.12 - $59.6 $1.5K - $2.03K
76.3K $3.53M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-9.63K
- 48.91%
$86.97 - $102.82 $837K - $990K
10.1K $964K
NLOK
Norton Life Lock Inc.

Technology
-42.5K
- 50.02%
N/A
42.4K $912K
FITB
Fifth Third Bancorp

Financial Services
-23.9K
- 35.94%
$33.32 - $41.51 $797K - $993K
42.6K $1.75M
KMB
Kimberly Clark Corp

Consumer Defensive
-4.37K
- 20.94%
$126.84 - $145.22 $554K - $634K
16.5K $2.13M
MDT
Medtronic PLC

Healthcare
-8.01K
- 24.89%
$80.68 - $88.86 $646K - $712K
24.2K $2.11M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.6K
- 41.23%
$149.76 - $186.42 $689K - $858K
6.56K $1.22M
UNM
Unum Group

Financial Services
-8.77K
- 37.72%
$70.48 - $82.91 $618K - $727K
14.5K $1.17M
WMT
Walmart Inc.

Consumer Defensive
-14.8K
- 20.05%
$81.79 - $99.98 $1.21M - $1.48M
59.1K $5.78M
SPG
Simon Property Group Inc

Real Estate
-3.92K
- 33.97%
$140.37 - $171.44 $551K - $672K
7.62K $1.23M
SPGI
S&P Global Inc.

Financial Services
-1.28K
- 76.66%
$438.31 - $527.29 $560K - $674K
389 $205K
MET
Metlife Inc

Financial Services
-7.55K
- 21.07%
$68.42 - $82.49 $517K - $623K
28.3K $2.28M
MO
Altria Group, Inc.

Consumer Defensive
-8.04K
- 9.13%
$55.56 - $60.91 $447K - $490K
80K $4.69M
T
At&T Inc.

Communication Services
-22.6K
- 10.95%
$26.33 - $28.94 $595K - $654K
184K $5.32M
HUM
Humana Inc

Healthcare
-1.56K
- 32.97%
$224.93 - $295.04 $350K - $460K
3.17K $774K
GRMN
Garmin LTD

Technology
-1.76K
- 16.07%
$173.63 - $218.07 $306K - $385K
9.21K $1.92M
UNH
Unitedhealth Group Inc

Healthcare
-134
- 7.32%
$274.35 - $599.47 $36.8K - $80.3K
1.7K $529K
XOM
Exxon Mobil Corp

Energy
-530
- 1.71%
$99.93 - $119.04 $53K - $63.1K
30.4K $3.28M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.06K
- 3.73%
$47.91 - $70.14 $51K - $74.6K
27.5K $1.43M
UHS
Universal Health Services Inc

Healthcare
-1.79K
- 32.1%
$157.05 - $197.94 $280K - $354K
3.78K $684K
CNC
Centene Corp

Healthcare
-3.34K
- 15.36%
$53.4 - $64.29 $178K - $215K
18.4K $998K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-13.9K
- 39.25%
$19.94 - $22.91 $278K - $320K
21.6K $464K
RGLD
Royal Gold Inc

Basic Materials
-2.08K
- 35.51%
$155.48 - $186.71 $324K - $389K
3.78K $672K
JNJ
Johnson & Johnson

Healthcare
-682
- 5.32%
$146.36 - $159.82 $99.8K - $109K
12.1K $1.85M
ABC
Amerisourcebergen Corp

Healthcare
-1.45K
- 21.52%
N/A
5.29K $980K
SPOT
Spotify Technology S.A.

Communication Services
-1.28K
- 35.96%
$503.3 - $775.9 $645K - $994K
2.28K $1.75M
EXC
Exelon Corp

Utilities
-3.19K
- 12.45%
$42.2 - $47.37 $135K - $151K
22.4K $973K
TMUS
T Mobile Us, Inc.

Communication Services
-356
- 9.78%
$220.99 - $268.54 $78.7K - $95.6K
3.28K $782K
MRK
Merck & Co., Inc.

Healthcare
-126
- 0.76%
$73.47 - $87.12 $9.26K - $11K
16.4K $1.3M
SCHW
Schwab Charles Corp

Financial Services
-4.88K
- 23.69%
$69.06 - $91.24 $337K - $446K
15.7K $1.44M
GLW
Corning Inc

Technology
-7.35K
- 22.87%
$39.07 - $52.59 $287K - $386K
24.8K $1.3M
HRB
H&R Block Inc

Consumer Cyclical
-3K
- 13.71%
$54.32 - $63.04 $163K - $189K
18.9K $1.04M
GD
General Dynamics Corp

Industrials
-854
- 18.56%
$247.68 - $291.66 $212K - $249K
3.75K $1.09M
NWE
Northwestern Corp

Utilities
-85
- 0.41%
$50.8 - $59.51 $4.32K - $5.06K
20.8K $1.07M
EIX
Edison International

Utilities
-30
- 0.19%
$48.32 - $59.92 $1.45K - $1.8K
16.1K $831K
LLY
Eli Lilly & CO

Healthcare
-82
- 8.91%
$713.71 - $898.95 $58.5K - $73.7K
838 $653K
SEIC
Sei Investments CO

Financial Services
-4.47K
- 18.33%
$66.45 - $89.86 $297K - $402K
19.9K $1.79M
VZ
Verizon Communications Inc

Communication Services
-361
- 0.99%
$41.67 - $45.62 $15K - $16.5K
36.2K $1.57M
PSX
Phillips 66

Energy
-175
- 1.4%
$92.87 - $125.73 $16.3K - $22K
12.3K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
-177
- 5.06%
$157.66 - $172.39 $27.9K - $30.5K
3.32K $529K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-495
- 17.58%
$372.3 - $448.86 $184K - $222K
2.32K $1.01M
Activity Summary
Buys All Purchases 116 New Holdings 54 Increased Positions 62 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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