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Clearstead Advisors’s United Bankshares UBSI Stock Holding History

Clearstead Advisors’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 		$4.63K Buy
101
+66
+189% +$2.89K ﹤0.01% 2220
2026
Q1 		$1.45K Sell
35
-423
-92% -$17.6K ﹤0.01% 1967
2025
Q4 		$17.6K Buy
458
+243
+113% +$9.05K ﹤0.01% 1752
2025
Q3 		$8K Sell
215
-6,606
-97% -$246K ﹤0.01% 1991
2025
Q2 		$248K Buy
6,821
+998
+17% +$35K ﹤0.01% 831
2025
Q1 		$202K Sell
5,823
-228
-4% -$8.35K ﹤0.01% 839
2024
Q4 		$227K Buy
6,051
+16
+0.3% +$630 ﹤0.01% 818
2024
Q3 		$224K Hold
6,035
– – ﹤0.01% 821
2024
Q2 		$196K Buy
+6,035
New +$199K ﹤0.01% 824

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Advisors's UBSI Position: Q2 2026 in Review

Clearstead Advisors increased its United Bankshares (UBSI) stake by 189% in Q2 2026, buying an estimated $2.89K and bringing the position to 101 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Clearstead Advisors first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $248K in Q2 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Clearstead Advisors held 101 shares of United Bankshares worth $4.63K as of Q2 2026.
  • Clearstead Advisors bought 66 United Bankshares shares in Q2 2026, an estimated $2.89K.
  • United Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2220 holding.
  • Clearstead Advisors first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's United Bankshares position peaked at $248K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.