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Atlantic Edge Private Wealth Management’s United Bankshares UBSI Stock Holding History

Atlantic Edge Private 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 		$4.81K Hold
105
– – ﹤0.01% 497
2026
Q1 		$4.35K Hold
105
– – ﹤0.01% 473
2025
Q4 		$4.03K Hold
105
– – ﹤0.01% 471
2025
Q3 		$3.91K Hold
105
– – ﹤0.01% 461
2025
Q2 		$3.83K Hold
105
– – ﹤0.01% 437
2025
Q1 		$3.64K Buy
+105
New +$3.85K ﹤0.01% 431

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UBSI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its United Bankshares (UBSI) position steady in Q2 2026 at 105 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Atlantic Edge Private Wealth Management first reported a position in UBSI in Q1 2025 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 105 shares of United Bankshares worth $4.81K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Atlantic Edge Private Wealth Management first reported a position in United Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 137 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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