Apollon Wealth Management’s United Bankshares UBSI Stock Holding History

Apollon 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	$439K	Buy	9,585 +203	+2%	+$8.88K	0.01%	1079
2026 Q1	$389K	Buy	9,382 +97	+1%	+$4.03K	0.01%	977
2025 Q4	$357K	Buy	9,285 +218	+2%	+$8.12K	0.01%	984
2025 Q3	$337K	Hold	9,067	–	–	0.01%	1003
2025 Q2	$330K	Sell	9,067 -4,464	-33%	-$157K	0.01%	978
2025 Q1	$469K	Buy	+13,531	New	+$496K	0.01%	781
2020 Q3	–	Sell	-406	Closed	-$11K	–	651
2020 Q2	$11K	Buy	+406	New	+$10.9K	0.01%	488

Other funds holding UBSI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Apollon Wealth Management increased its United Bankshares (UBSI) stake by 2.2% in Q2 2026, buying an estimated $8.88K and bringing the position to 9,585 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1079.

Apollon Wealth Management first reported a position in UBSI in Q2 2020 and has held it in 7 quarters since. The position peaked at $469K in Q1 2025. 92 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Apollon Wealth Management held 9,585 shares of United Bankshares worth $439K as of Q2 2026.
Apollon Wealth Management bought 203 United Bankshares shares in Q2 2026, an estimated $8.88K.
United Bankshares made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1079 holding.
Apollon Wealth Management first reported a position in United Bankshares in Q2 2020 and has held it in 7 quarters since.
Apollon Wealth Management's United Bankshares position peaked at $469K in Q1 2025.
92 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.