Institutions / Greenwood Capital Associates LLC / Activity
Activity — Greenwood Capital Associates LLC
103 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Dow Inc. Common stock | $6.57M | +158K +464.55% | 191,789 0.88% of portfolio | medium |
| Q1 2026 as of | Add | Amgen Inc Common stock | $5.74M | +16K +115.52% | 30,444 1.18% of portfolio | medium |
| Q1 2026 as of | Add | S&P Global Inc. Common stock | $4.21M | +10K +548.61% | 11,701 0.55% of portfolio | low |
| Q1 2026 as of | Add | Qualcomm INC/DE Common stock | $3.99M | +31K +110.52% | 58,974 0.84% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $2.50M | +7K +10.48% | 71,237 2.91% of portfolio | low |
| Q1 2026 as of | Add | 25434V880 Common stock | $2.39M | +70K +18.01% | 460,529 1.72% of portfolio | low |
| Q1 2026 as of | Add | 132061300 Common stock | $2.34M | +63K +114.47% | 117,180 0.48% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $2.15M | +22K +35.68% | 85,057 0.90% of portfolio | low |
| Q1 2026 as of | Add | Unitedhealth Group Inc Common stock | $1.95M | +7K +48.79% | 22,013 0.66% of portfolio | low |
| Q1 2026 as of | Add | 14020W106 Common stock | $1.77M | +42K +67.96% | 102,609 0.48% of portfolio | low |
| Q1 2026 as of | Add | Estee Lauder Cos Inc/The Common stock | $1.73M | +24K +48.65% | 73,462 0.58% of portfolio | low |
| Q1 2026 as of | Add | Marvell Technology, Inc. Common stock | $1.62M | +16K +47.26% | 51,083 0.56% of portfolio | low |
| Q1 2026 as of | Add | Jacobs Solutions Inc. Common stock | $1.55M | +12K +41.48% | 41,598 0.58% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $1.42M | +9K +498.37% | 11,016 0.19% of portfolio | low |
| Q1 2026 as of | Add | 92647N527 Common stock | $1.38M | +29K +21.76% | 164,372 0.85% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $1.36M | +8K +16.25% | 60,794 1.07% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $1.23M | +9K +227.59% | 12,252 0.19% of portfolio | low |
| Q1 2026 as of | Add | 92206C847 Common stock | $1.22M | +22K +30.23% | 95,080 0.58% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $1.19M | +20K +38.78% | 72,248 0.47% of portfolio | low |
| Q1 2026 as of | Add | Kenvue Inc. Common stock | $971.1K | +56K +100.42% | 112,417 0.21% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $968.4K | +5K +41.55% | 16,236 0.36% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $828.9K | +3K +12.46% | 24,068 0.82% of portfolio | low |
| Q1 2026 as of | Add | 025072604 Common stock | $640.6K | +8K +15.82% | 58,191 0.52% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $614.2K | +3K +5.51% | 48,490 1.30% of portfolio | low |
| Q1 2026 as of | Add | 464287226 Common stock | $573.6K | +6K +4.26% | 141,303 1.55% of portfolio | low |
| Q1 2026 as of | Add | Kimberly Clark Corp Common stock | $570.7K | +6K +45.04% | 19,050 0.20% of portfolio | low |
| Q1 2026 as of | Add | Lamb Weston Holdings, Inc. Common stock | $535.8K | +13K +43.08% | 42,106 0.20% of portfolio | low |
| Q1 2026 as of | Add | Devon Energy Corp Common stock | $515.6K | +10K +11.53% | 99,117 0.55% of portfolio | low |
| Q1 2026 as of | Add | 025072349 Common stock | $493.2K | +6K +11.62% | 58,764 0.52% of portfolio | low |
| Q1 2026 as of | Add | 31609A305 Common stock | $491.2K | +13K +13.79% | 108,113 0.45% of portfolio | low |
| Q1 2026 as of | Add | 46641Q225 Common stock | $472.8K | +5K +9.41% | 58,465 0.61% of portfolio | low |
| Q1 2026 as of | Add | 53700T827 Common stock | $449.7K | +15K +42.01% | 50,418 0.17% of portfolio | low |
| Q1 2026 as of | Add | 46434V696 Common stock | $441.6K | +6K +3.26% | 182,829 1.54% of portfolio | low |
| Q1 2026 as of | Add | 37954Y350 Common stock | $431.4K | +18K +94.18% | 37,963 0.10% of portfolio | low |
| Q1 2026 as of | Add | General Mills Inc Common stock | $405.1K | +11K +45.29% | 34,911 0.14% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $400.4K | +5K +6.85% | 82,167 0.69% of portfolio | low |
| Q1 2026 as of | Add | Huntington Bancshares Inc /Md Common stock | $395.4K | +25K +6.61% | 407,441 0.70% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $317.6K | +2K +7.98% | 21,127 0.47% of portfolio | low |
| Q1 2026 as of | Add | Pegasystems Inc Common stock | $313.5K | +7K +58.38% | 19,986 0.09% of portfolio | low |
| Q1 2026 as of | Add | 92206C771 Common stock | $306.4K | +7K +4.38% | 155,487 0.80% of portfolio | low |
| Q1 2026 as of | Add | 46641Q191 Common stock | $305.9K | +4K +1.12% | 382,874 3.05% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $303.9K | +305 +78.81% | 692 0.08% of portfolio | low |
| Q1 2026 as of | Add | 74255Y870 Common stock | $292.7K | +5K +14.85% | 35,210 0.25% of portfolio | low |
| Q1 2026 as of | Add | 464287440 Common stock | $281.5K | +3K +4.37% | 70,511 0.74% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $271.2K | +3K +28.08% | 12,576 0.14% of portfolio | low |
| Q1 2026 as of | Add | 25434V823 Common stock | $266.7K | +11K +36.49% | 42,171 0.11% of portfolio | low |
| Q1 2026 as of | Add | Fmc Corp Common stock | $257.7K | +15K +96.02% | 30,551 0.06% of portfolio | low |
| Q1 2026 as of | Add | 46641Q118 Common stock | $256.1K | +4K +11.73% | 36,520 0.27% of portfolio | low |
| Q1 2026 as of | Add | 31609A206 Common stock | $250.3K | +7K +11.53% | 63,688 0.27% of portfolio | low |
| Q1 2026 as of | Add | Fortune Brands Innovations, Inc. Common stock | $249.4K | +6K +98.96% | 12,867 0.06% of portfolio | low |