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Arax Advisory Partners’s United Bankshares UBSI Stock Holding History

Arax Advisory Partners’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
Q1 		$14.1K Buy
341
+245
+255% +$10.2K ﹤0.01% 2267
2025
Q4 		$3.69K Sell
96
-7,066
-99% -$263K ﹤0.01% 3010
2025
Q3 		$266K Buy
7,162
+7,054
+6,531% +$263K ﹤0.01% 1134
2025
Q2 		$3.94K Hold
108
– – ﹤0.01% 2330
2025
Q1 		$3.75K Sell
108
-81
-43% -$2.97K ﹤0.01% 1876
2024
Q4 		$7.1K Hold
189
– – ﹤0.01% 1616
2024
Q3 		$7.01K Hold
189
– – ﹤0.01% 1558
2024
Q2 		$6.13K Buy
+189
New +$6.25K ﹤0.01% 1502

Other funds holding UBSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return