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 Q2	$8.99M	Sell	21,632 -381	-2%	-$141K	0.88%	29
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Greenwood Capital Associates's UNH Position: Q2 2026 in Review

Greenwood Capital Associates reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $141K and leaving 21,632 shares worth $8.99M. The position accounts for 0.88% of the portfolio, ranked #29.

Greenwood Capital Associates first reported a position in UNH in Q4 2020 and has held it in 14 quarters since. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Greenwood Capital Associates held 21,632 shares of UnitedHealth worth $8.99M as of Q2 2026.
Greenwood Capital Associates sold 381 UnitedHealth shares in Q2 2026, an estimated $141K.
UnitedHealth made up 0.88% of Greenwood Capital Associates's portfolio in Q2 2026, its #29 holding.
Greenwood Capital Associates first reported a position in UnitedHealth in Q4 2020 and has held it in 14 quarters since.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.