GREENWOOD CAPITAL ASSOCIATES LLC

Position in UNH — Unitedhealth Group Inc

CIK 1161822 GREENWOOD, SC

Position in UNH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,990,908

+$3,034,411 QoQ

Shares Held

21,632

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#778

of 3,340 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

GREENWOOD CAPITAL ASSOCIATES LLC holds $10,798,429 across 3 Healthcare Plans names. UNH ranks #1 (83.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	21,632	$8,990,908
2	CVS	CVS HEALTH Corp	10,544	$1,090,776
3	MOH	Molina Healthcare, Inc.	3,134	$716,745

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,990,908	21,632	-1.7%	Shares	Sole	2026-07-28
2026-03-31	$5,956,497	22,013	+48.8%	Shares	Sole	2026-04-29
2025-12-31	$4,883,977	14,795	-1.8%	Shares	Sole	2026-01-26
2025-09-30	$5,200,563	15,061	+85.5%	Shares	Sole	2025-10-16
2025-06-30	$2,532,884	8,119	-38.6%	Shares	Sole	2025-07-21
2024-03-31	$6,542,902	13,226	+2.3%	Shares	Sole	2024-05-01
2023-12-31	$6,808,310	12,932	+2928.6%	Shares	Sole	2024-03-05
2023-03-31	$201,795	427	-40.2%	Shares	Sole	2023-05-12
2022-12-31	$378,547	714	0.0%	Shares	Other	2023-01-26
2022-09-30	$360,598	714	0.0%	Shares	Other	2022-11-10
2022-06-30	$366,731	714	+152.3%	Shares	Other	2022-08-10
2022-03-31	$144,321	283	-60.1%	Shares	Other	2022-05-10
2021-12-31	$356,518	710	+81.1%	Shares	Other	2022-02-03
2020-12-31	$137,466	392	—	Shares	Other	2021-02-09
No filing history on record for this holder in this stock.