Cassaday & Co Wealth Management’s United Bankshares UBSI Stock Holding History

Cassaday & Co 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	$226K	Hold	4,924	–	–	﹤0.01%	337
2026 Q1	$204K	Sell	4,924 -1,022	-17%	-$42.5K	﹤0.01%	340
2025 Q4	$228K	Hold	5,946	–	–	﹤0.01%	326
2025 Q3	$221K	Hold	5,946	–	–	0.01%	319
2025 Q2	$217K	Hold	5,946	–	–	0.01%	314
2025 Q1	$206K	Hold	5,946	–	–	0.01%	302
2024 Q4	$223K	Hold	5,946	–	–	0.01%	299
2024 Q3	$221K	Buy	+5,946	New	+$217K	0.01%	287
2024 Q2	–	Sell	-5,946	Closed	-$213K	–	313
2024 Q1	$213K	Hold	5,946	–	–	0.01%	272
2023 Q4	$223K	Buy	+5,946	New	+$189K	0.01%	254
2023 Q2	–	Sell	-6,456	Closed	-$227K	–	268
2023 Q1	$227K	Hold	6,456	–	–	0.01%	235
2022 Q4	$261K	Buy	+6,456	New	+$262K	0.01%	209

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cassaday & Co Wealth Management's UBSI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its United Bankshares (UBSI) position steady in Q2 2026 at 4,924 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Cassaday & Co Wealth Management first reported a position in UBSI in Q4 2022 and has held it in 12 quarters since. The position peaked at $261K in Q4 2022. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Cassaday & Co Wealth Management held 4,924 shares of United Bankshares worth $226K as of Q2 2026.
Cassaday & Co Wealth Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #337 holding.
Cassaday & Co Wealth Management first reported a position in United Bankshares in Q4 2022 and has held it in 12 quarters since.
Cassaday & Co Wealth Management's United Bankshares position peaked at $261K in Q4 2022.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.