Alpha Omega Wealth Management’s United Bankshares UBSI Stock Holding History

Alpha Omega 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
2025 Q2	–	Sell	-6,608	Closed	-$229K	–	211
2025 Q1	$229K	Sell	6,608 -59	-0.9%	-$2.16K	0.04%	189
2024 Q4	$250K	Buy	+6,667	New	+$263K	0.05%	183
2019 Q3	–	Sell	-1,105	Closed	-$41K	–	527
2019 Q2	$41K	Buy	1,105 +616	+126%	+$23.1K	0.02%	270
2019 Q1	$18K	Hold	489	–	–	0.01%	368
2018 Q4	$15K	Hold	489	–	–	0.01%	333
2018 Q3	$18K	Sell	489 -127	-21%	-$4.82K	0.01%	326
2018 Q2	$22K	Hold	616	–	–	0.01%	307
2018 Q1	$22K	Hold	616	–	–	0.01%	290
2017 Q4	$21K	Hold	616	–	–	0.01%	287
2017 Q3	$23K	Hold	616	–	–	0.01%	286
2017 Q2	$24K	Buy	616 +507	+465%	+$20.1K	0.01%	278
2017 Q1	$5K	Hold	109	–	–	﹤0.01%	406
2016 Q4	$5K	Buy	+109	New	+$4.63K	﹤0.01%	388

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alpha Omega Wealth Management's UBSI Position: Q2 2025 in Review

Alpha Omega Wealth Management sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 6,608 shares — an estimated $229K sold.

Alpha Omega Wealth Management first reported a position in UBSI in Q4 2016 and held it in 13 quarters. The position peaked at $250K in Q4 2024. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

Alpha Omega Wealth Management reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
Alpha Omega Wealth Management sold 6,608 United Bankshares shares in Q2 2025, an estimated $229K.
Alpha Omega Wealth Management first reported a position in United Bankshares in Q4 2016 and held it in 13 quarters.
Alpha Omega Wealth Management's United Bankshares position peaked at $250K in Q4 2024.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.