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Activest Wealth Management’s United Bankshares UBSI Stock Holding History

Activest 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 		$46 Sell
1
-37
-97% -$1.62K ﹤0.01% 1294
2026
Q1 		$1.57K Sell
38
-21
-36% -$873 ﹤0.01% 984
2025
Q4 		$2.27K Hold
59
– – ﹤0.01% 872
2025
Q3 		$2.19K Hold
59
– – ﹤0.01% 772
2025
Q2 		$2.15K Buy
+59
New +$2.07K ﹤0.01% 678

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Activest Wealth Management reduced its United Bankshares (UBSI) stake by 97% in Q2 2026, selling an estimated $1.62K and leaving 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Activest Wealth Management first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.27K in Q4 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Activest Wealth Management held 1 share of United Bankshares worth $46 as of Q2 2026.
  • Activest Wealth Management sold 37 United Bankshares shares in Q2 2026, an estimated $1.62K.
  • United Bankshares made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1294 holding.
  • Activest Wealth Management first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's United Bankshares position peaked at $2.27K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.