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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
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. 3,396 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.
  • 3,396 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.