AWM
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Accurate Wealth Management’s United Bankshares UBSI Stock Holding History

Accurate Wealth Management’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438K Sell
9,489
-373
-4% -$16.3K 0.04% 378
2026
Q1 		$432K Buy
9,862
+4,164
+73% +$173K 0.05% 344
2025
Q4 		$232K Buy
+5,698
New +$212K 0.03% 462
2024
Q4 		– Sell
-5,368
Closed -$204K – 404
2024
Q3 		$204K Sell
5,368
-602
-10% -$22K 0.04% 368
2024
Q2 		$211K Buy
5,970
+91
+2% +$3.01K 0.05% 313
2024
Q1 		$201K Sell
5,879
-167
-3% -$5.9K 0.06% 280
2023
Q4 		$221K Sell
6,046
-1,539
-20% -$48.9K 0.07% 248
2023
Q3 		$211K Buy
7,585
+317
+4% +$9.55K 0.07% 251
2023
Q2 		$211K Buy
7,268
+210
+3% +$6.61K 0.07% 252
2023
Q1 		$244K Buy
7,058
+1,602
+29% +$62.9K 0.08% 214
2022
Q4 		$219K Buy
+5,456
New +$221K 0.08% 206

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Accurate Wealth Management's UBSI Position: Q2 2026 in Review

Accurate Wealth Management reduced its United Bankshares (UBSI) stake by 3.8% in Q2 2026, selling an estimated $16.3K and leaving 9,489 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #378.

Accurate Wealth Management first reported a position in UBSI in Q4 2022 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Accurate Wealth Management held 9,489 shares of United Bankshares worth $438K as of Q2 2026.
  • Accurate Wealth Management sold 373 United Bankshares shares in Q2 2026, an estimated $16.3K.
  • United Bankshares made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Accurate Wealth Management first reported a position in United Bankshares in Q4 2022 and has held it in 11 quarters since.
  • 129 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.