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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
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
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return