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Brown Miller Wealth Management’s United Bankshares UBSI Stock Holding History

Brown Miller 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 		$591K Buy
12,892
+117
+0.9% +$5.12K 0.15% 112
2026
Q1 		$529K Buy
12,775
+125
+1% +$5.2K 0.15% 117
2025
Q4 		$486K Buy
12,650
+125
+1% +$4.66K 0.13% 114
2025
Q3 		$466K Buy
12,525
+126
+1% +$4.7K 0.13% 126
2025
Q2 		$452K Buy
12,399
+132
+1% +$4.63K 0.14% 117
2025
Q1 		$425K Buy
12,267
+119
+1% +$4.36K 0.15% 115
2024
Q4 		$456K Buy
12,148
+121
+1% +$4.76K 0.17% 83
2024
Q3 		$446K Buy
12,027
+135
+1% +$4.93K 0.17% 85
2024
Q2 		$386K Buy
11,892
+122
+1% +$4.03K 0.16% 89
2024
Q1 		$421K Buy
11,770
+116
+1% +$4.1K 0.19% 88
2023
Q4 		$438K Buy
11,654
+150
+1% +$4.76K 0.22% 85
2023
Q3 		$317K Buy
11,504
+137
+1% +$4.13K 0.18% 99
2023
Q2 		$337K Buy
11,367
+115
+1% +$3.62K 0.18% 98
2023
Q1 		$396K Buy
11,252
+99
+0.9% +$3.88K 0.23% 82
2022
Q4 		$452K Buy
11,153
+110
+1% +$4.46K 0.29% 73
2022
Q3 		$394K Buy
11,043
+112
+1% +$4.17K 0.28% 71
2022
Q2 		$383K Buy
10,931
+110
+1% +$3.86K 0.26% 74
2022
Q1 		$377K Buy
10,821
+106
+1% +$3.85K 0.22% 80
2021
Q4 		$388K Buy
10,715
+101
+1% +$3.72K 0.22% 85
2021
Q3 		$386K Buy
10,614
+100
+1% +$3.5K 0.24% 83
2021
Q2 		$383K Sell
10,514
-3,359
-24% -$132K 0.24% 83
2021
Q1 		$535K Buy
13,873
+110
+0.8% +$4.03K 0.38% 61
2020
Q4 		$446K Buy
+13,763
New +$389K 0.33% 64

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
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
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Brown Miller Wealth Management's UBSI Position: Q2 2026 in Review

Brown Miller Wealth Management increased its United Bankshares (UBSI) stake by 0.92% in Q2 2026, buying an estimated $5.12K and bringing the position to 12,892 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #112.

Brown Miller Wealth Management first reported a position in UBSI in Q4 2020 and has held it in 23 quarters since. 101 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Brown Miller Wealth Management held 12,892 shares of United Bankshares worth $591K as of Q2 2026.
  • Brown Miller Wealth Management bought 117 United Bankshares shares in Q2 2026, an estimated $5.12K.
  • United Bankshares made up 0.15% of Brown Miller Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Brown Miller Wealth Management first reported a position in United Bankshares in Q4 2020 and has held it in 23 quarters since.
  • 101 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.