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DiNuzzo Private Wealth’s United Bankshares UBSI Stock Holding History

DiNuzzo Private Wealth’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 		$1.15K Hold
25
– – ﹤0.01% 861
2026
Q1 		$1.04K Hold
25
– – ﹤0.01% 860
2025
Q4 		$960 Hold
25
– – ﹤0.01% 886
2025
Q3 		$959 Sell
25
-1
-4% -$37 ﹤0.01% 887
2025
Q2 		$948 Buy
26
+2
+8% +$70 ﹤0.01% 871
2025
Q1 		$833 Hold
24
– – ﹤0.01% 884
2024
Q4 		$902 Hold
24
– – ﹤0.01% 888
2024
Q3 		$891 Hold
24
– – ﹤0.01% 897
2024
Q2 		$779 Buy
24
+3
+14% +$99 ﹤0.01% 879
2024
Q1 		$752 Buy
21
+3
+17% +$106 ﹤0.01% 833
2023
Q4 		$676 Buy
+18
New +$572 ﹤0.01% 859

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

DiNuzzo Private Wealth's UBSI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 25 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

DiNuzzo Private Wealth first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • DiNuzzo Private Wealth held 25 shares of United Bankshares worth $1.15K as of Q2 2026.
  • DiNuzzo Private Wealth left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #861 holding.
  • DiNuzzo Private Wealth first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.