Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s United Bankshares UBSI Stock Holding History

Carson Wealth (CWM LLC)’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 		$879K Buy
21,216
+3,625
+21% +$151K ﹤0.01% 1619
2025
Q4 		$675K Buy
17,591
+9,588
+120% +$357K ﹤0.01% 1736
2025
Q3 		$298K Buy
8,003
+2,319
+41% +$86.5K ﹤0.01% 2145
2025
Q2 		$207K Buy
5,684
+4,033
+244% +$142K ﹤0.01% 2147
2025
Q1 		$57K Buy
1,651
+1,146
+227% +$42K ﹤0.01% 2877
2024
Q4 		$19K Buy
505
+182
+56% +$7.17K ﹤0.01% 3489
2024
Q3 		$12K Buy
323
+244
+309% +$8.9K ﹤0.01% 3703
2024
Q2 		$3K Buy
79
+19
+32% +$628 ﹤0.01% 4132
2024
Q1 		$2K Buy
60
+8
+15% +$283 ﹤0.01% 4044
2023
Q4 		$2K Sell
52
-19
-27% -$604 ﹤0.01% 3856
2023
Q3 		$2K Sell
71
-114
-62% -$3.43K ﹤0.01% 3872
2023
Q2 		$5K Sell
185
-406
-69% -$12.8K ﹤0.01% 3476
2023
Q1 		$21K Buy
591
+91
+18% +$3.57K ﹤0.01% 2486
2022
Q4 		$20K Hold
500
– – ﹤0.01% 2387
2022
Q3 		$18K Buy
500
+372
+291% +$13.9K ﹤0.01% 2306
2022
Q2 		$4K Buy
128
+70
+121% +$2.46K ﹤0.01% 3137
2022
Q1 		$2K Buy
+58
New +$2.11K ﹤0.01% 3240
2018
Q4 		– Sell
-29
Closed -$1K – 2247
2018
Q3 		$1K Buy
+29
New +$1.1K ﹤0.01% 1758
2018
Q1 		– Sell
-89
Closed -$3K – 1537
2017
Q4 		$3K Hold
89
– – ﹤0.01% 1228
2017
Q3 		$3K Buy
+89
New +$3.13K ﹤0.01% 1230

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UBSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United Bankshares (UBSI) stake by 21% in Q1 2026, buying an estimated $151K and bringing the position to 21,216 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Carson Wealth (CWM LLC) first reported a position in UBSI in Q3 2017 and has held it in 20 quarters since. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,216 shares of United Bankshares worth $879K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,625 United Bankshares shares in Q1 2026, an estimated $151K.
  • United Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1619 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Bankshares in Q3 2017 and has held it in 20 quarters since.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.