Greenwood Capital Associates’s UnitedHealth UNH Stock Holding History

Greenwood Capital Associates’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 Q1	$5.96M	Buy	22,013 +7,218	+49%	+$2.15M	0.66%	50
2025 Q4	$4.88M	Sell	14,795 -266	-2%	-$90.1K	0.53%	66
2025 Q3	$5.2M	Buy	15,061 +6,942	+86%	+$2.1M	0.6%	57
2025 Q2	$2.53M	Buy	+8,119	New	+$3.1M	0.32%	88
2024 Q2	–	Sell	-13,226	Closed	-$6.54M	–	260
2024 Q1	$6.54M	Buy	13,226 +294	+2%	+$149K	0.87%	39
2023 Q4	$6.81M	Buy	+12,932	New	+$6.9M	0.88%	42
2023 Q2	–	Sell	-427	Closed	-$202K	–	254
2023 Q1	$202K	Sell	427 -287	-40%	-$138K	0.03%	227
2022 Q4	$379K	Hold	714	–	–	0.06%	183
2022 Q3	$361K	Hold	714	–	–	0.06%	194
2022 Q2	$366K	Buy	714 +431	+152%	+$216K	0.06%	185
2022 Q1	$144K	Sell	283 -427	-60%	-$206K	0.04%	142
2021 Q4	$356K	Buy	+710	New	+$321K	0.05%	195
2021 Q1	–	Sell	-392	Closed	-$137K	–	233
2020 Q4	$137K	Buy	+392	New	+$131K	0.02%	201

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Greenwood Capital Associates's UNH Position: Q1 2026 in Review

Greenwood Capital Associates increased its UnitedHealth (UNH) stake by 49% in Q1 2026, buying an estimated $2.15M and bringing the position to 22,013 shares worth $5.96M. The position accounts for 0.66% of the portfolio, ranked #50.

Greenwood Capital Associates first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.81M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Greenwood Capital Associates held 22,013 shares of UnitedHealth worth $5.96M as of Q1 2026.
Greenwood Capital Associates bought 7,218 UnitedHealth shares in Q1 2026, an estimated $2.15M.
UnitedHealth made up 0.66% of Greenwood Capital Associates's portfolio in Q1 2026, its #50 holding.
Greenwood Capital Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
Greenwood Capital Associates's UnitedHealth position peaked at $6.81M in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.