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Carolinas Wealth Consulting’s United Bankshares UBSI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-72
Closed -$2.5K – 877
2025
Q1 		$2.5K Hold
72
– – ﹤0.01% 753
2024
Q4 		$2.73K Sell
72
-8
-10% -$315 ﹤0.01% 761
2024
Q3 		$3K Sell
80
-2
-2% -$73 ﹤0.01% 746
2024
Q2 		$2.69K Sell
82
-11
-12% -$364 ﹤0.01% 742
2024
Q1 		$3.36K Sell
93
-1
-1% -$35 ﹤0.01% 706
2023
Q4 		$3.57K Buy
94
+22
+31% +$699 ﹤0.01% 667
2023
Q3 		$2.05K Sell
72
-1
-1% -$30 ﹤0.01% 743
2023
Q2 		$2.17K Sell
73
-13
-15% -$409 ﹤0.01% 802
2023
Q1 		$3.06K Hold
86
– – ﹤0.01% 762
2022
Q4 		$3.52K Sell
86
-2
-2% -$81 ﹤0.01% 736
2022
Q3 		$3K Hold
88
– – ﹤0.01% 743
2022
Q2 		$3K Hold
88
– – ﹤0.01% 741
2022
Q1 		$3K Hold
88
– – ﹤0.01% 778
2021
Q4 		$3K Sell
88
-2
-2% -$74 ﹤0.01% 797
2021
Q3 		$3K Hold
90
– – ﹤0.01% 760
2021
Q2 		$3K Buy
90
+24
+36% +$943 ﹤0.01% 781
2021
Q1 		$3K Hold
66
– – ﹤0.01% 787
2020
Q4 		$2K Sell
66
-13
-16% -$367 ﹤0.01% 763
2020
Q3 		$2K Buy
+79
New +$2.06K ﹤0.01% 753

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's UBSI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 72 shares — an estimated $2.5K sold.

Carolinas Wealth Consulting first reported a position in UBSI in Q3 2020 and held it in 19 quarters. The position peaked at $3.57K in Q4 2023. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 72 United Bankshares shares in Q2 2025, an estimated $2.5K.
  • Carolinas Wealth Consulting first reported a position in United Bankshares in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's United Bankshares position peaked at $3.57K in Q4 2023.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.