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Artemis Investment Management’s United Bankshares UBSI Stock Holding History

Artemis Investment 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
Q3 		$1.49M Sell
32,417
-14,425
-31% -$685K 0.01% 191
2026
Q2 		$2.15M Sell
46,842
-11,136
-19% -$487K 0.02% 189
2026
Q1 		$2.4M Buy
57,978
+11,084
+24% +$461K 0.03% 173
2025
Q4 		$1.8M Buy
+46,894
New +$1.75M 0.02% 175

Other funds holding UBSI

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Artemis Investment Management's UBSI Position: Q3 2026 in Review

Artemis Investment Management reduced its United Bankshares (UBSI) stake by 31% in Q3 2026, selling an estimated $685K and leaving 32,417 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #191.

Artemis Investment Management first reported a position in UBSI in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.4M in Q1 2026. 14 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Artemis Investment Management held 32,417 shares of United Bankshares worth $1.49M as of Q3 2026.
  • Artemis Investment Management sold 14,425 United Bankshares shares in Q3 2026, an estimated $685K.
  • United Bankshares made up 0.01% of Artemis Investment Management's portfolio in Q3 2026, its #191 holding.
  • Artemis Investment Management first reported a position in United Bankshares in Q4 2025 and has held it in 4 quarters since.
  • Artemis Investment Management's United Bankshares position peaked at $2.4M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.