GREENWOOD CAPITAL ASSOCIATES LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, GREENWOOD CAPITAL ASSOCIATES LLC opened 17 positions, added to 69, reduced 108, sold out of 17 and left 7 unchanged. The largest increase in value was GOOGL (+$5,795,335); the largest decrease was SPGI (-$4,141,613).
- BSX: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 78,520.
- CASY: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,156.
- NOW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 32,798.
- ROK: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,640.
Two Form 13F-HR filings compared (SEC CIK 1161822): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Brehaut David Pascal | Guernsey | $0.908B | 1 |
| VILLERE ST DENIS J & CO LLC | United States | $0.907B | 76 |
| Amanah Holdings Trust | United Kingdom | $0.908B | 20 |
| Schneider Downs Wealth Management Advisors, LP | United States | $0.907B | 156 |
| HARTLINE INVESTMENT CORP/ | United States | $0.909B | 112 |
| Stockman Wealth Management, Inc. | United States | $0.906B | 178 |
| Perseverance Asset Management International | Cayman Islands | $0.909B | 33 |
| Redhawk Wealth Advisors, Inc. | United States | $0.906B | 387 |
| Hill Investment Group Partners, LLC | United States | $0.906B | 50 |
| NTV ASSET MANAGEMENT LLC | United States | $0.910B | 311 |