Envestnet Asset Management
UBSI icon

Envestnet Asset Management’s United Bankshares UBSI Stock Holding History

Envestnet Asset 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 		$8.99M Buy
217,152
+7,971
+4% +$331K ﹤0.01% 1894
2025
Q4 		$8.03M Sell
209,181
-41,954
-17% -$1.56M ﹤0.01% 1845
2025
Q3 		$9.34M Sell
251,135
-7,331
-3% -$273K ﹤0.01% 1813
2025
Q2 		$9.42M Buy
258,466
+8,755
+4% +$307K ﹤0.01% 1774
2025
Q1 		$8.66M Sell
249,711
-11,241
-4% -$412K ﹤0.01% 1764
2024
Q4 		$9.8M Buy
260,952
+6,746
+3% +$266K ﹤0.01% 1657
2024
Q3 		$9.43M Sell
254,206
-1,997
-0.8% -$72.9K ﹤0.01% 1679
2024
Q2 		$8.31M Buy
256,203
+8,174
+3% +$270K ﹤0.01% 1676
2024
Q1 		$8.88M Sell
248,029
-4,179
-2% -$148K ﹤0.01% 1608
2023
Q4 		$9.47M Buy
252,208
+68,710
+37% +$2.18M ﹤0.01% 1475
2023
Q3 		$5.06M Buy
183,498
+77,317
+73% +$2.33M ﹤0.01% 1790
2023
Q2 		$3.15M Buy
106,181
+6,919
+7% +$218K ﹤0.01% 1984
2023
Q1 		$3.49M Buy
99,262
+3,251
+3% +$128K ﹤0.01% 1844
2022
Q4 		$3.89M Buy
96,011
+3,248
+4% +$132K ﹤0.01% 1742
2022
Q3 		$3.32M Sell
92,763
-9,219
-9% -$344K ﹤0.01% 1766
2022
Q2 		$3.58M Buy
101,982
+7,492
+8% +$263K ﹤0.01% 1720
2022
Q1 		$3.3M Buy
94,490
+9,215
+11% +$335K ﹤0.01% 1872
2021
Q4 		$3.09M Sell
85,275
-1,282
-1% -$47.2K ﹤0.01% 1884
2021
Q3 		$3.15M Buy
86,557
+8,969
+12% +$314K ﹤0.01% 1804
2021
Q2 		$2.83M Buy
77,588
+2,838
+4% +$112K ﹤0.01% 1844
2021
Q1 		$2.88M Buy
74,750
+5,190
+7% +$190K ﹤0.01% 1729
2020
Q4 		$2.25M Sell
69,560
-8,784
-11% -$248K ﹤0.01% 1690
2020
Q3 		$1.68M Sell
78,344
-13,845
-15% -$361K ﹤0.01% 1717
2020
Q2 		$2.55M Buy
92,189
+31,631
+52% +$849K ﹤0.01% 1441
2020
Q1 		$1.4M Sell
60,558
-63,916
-51% -$2.01M ﹤0.01% 1616
2019
Q4 		$4.81M Sell
124,474
-15,086
-11% -$582K 0.01% 1148
2019
Q3 		$5.29M Buy
139,560
+5,880
+4% +$218K 0.01% 1035
2019
Q2 		$4.96M Sell
133,680
-18,111
-12% -$680K 0.01% 1063
2019
Q1 		$5.5M Buy
151,791
+29,654
+24% +$1.07M 0.01% 951
2018
Q4 		$3.8M Buy
+122,137
New +$4.12M 0.01% 1020
2018
Q3 		– Sell
-44,704
Closed -$1.63M – 2535
2018
Q2 		$1.63M Buy
44,704
+307
+0.7% +$11K ﹤0.01% 877
2018
Q1 		$1.56M Buy
44,397
+23,029
+108% +$833K ﹤0.01% 788
2017
Q4 		$743K Sell
21,368
-318
-1% -$11.5K ﹤0.01% 1325
2017
Q3 		$805K Sell
21,686
-1,699
-7% -$59.8K ﹤0.01% 1247
2017
Q2 		$915K Buy
23,385
+10,673
+84% +$424K ﹤0.01% 1225
2017
Q1 		$536K Buy
12,712
+688
+6% +$30.3K ﹤0.01% 1479
2016
Q4 		$555K Sell
12,024
-531
-4% -$22.5K ﹤0.01% 1449
2016
Q3 		$473K Buy
12,555
+1,452
+13% +$55.6K ﹤0.01% 1599
2016
Q2 		$416K Buy
11,103
+1,117
+11% +$42.1K ﹤0.01% 1737
2016
Q1 		$366K Sell
9,986
-1,309
-12% -$45.9K ﹤0.01% 1792
2015
Q4 		$418K Buy
11,295
+198
+2% +$7.83K ﹤0.01% 1681
2015
Q3 		$422K Sell
11,097
-999
-8% -$39.2K ﹤0.01% 1675
2015
Q2 		$487K Sell
12,096
-211
-2% -$8.07K ﹤0.01% 1732
2015
Q1 		$462K Buy
12,307
+9,502
+339% +$347K ﹤0.01% 1589
2014
Q4 		$105K Sell
2,805
-726
-21% -$24.9K ﹤0.01% 1163
2014
Q3 		$109K Buy
3,531
+121
+4% +$3.9K ﹤0.01% 1268
2014
Q2 		$110K Sell
3,410
-42
-1% -$1.28K ﹤0.01% 1181
2014
Q1 		$106K Sell
3,452
-465
-12% -$13.9K ﹤0.01% 1124
2013
Q4 		$123K Buy
3,917
+58
+2% +$1.77K ﹤0.01% 960
2013
Q3 		$112K Sell
3,859
-362
-9% -$10.3K ﹤0.01% 945
2013
Q2 		$112K Buy
+4,221
New +$109K ﹤0.01% 944

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T 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

Envestnet Asset Management's UBSI Position: Q1 2026 in Review

Envestnet Asset Management increased its United Bankshares (UBSI) stake by 3.8% in Q1 2026, buying an estimated $331K and bringing the position to 217,152 shares worth $8.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Envestnet Asset Management first reported a position in UBSI in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.8M in Q4 2024. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Envestnet Asset Management held 217,152 shares of United Bankshares worth $8.99M as of Q1 2026.
  • Envestnet Asset Management bought 7,971 United Bankshares shares in Q1 2026, an estimated $331K.
  • United Bankshares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1894 holding.
  • Envestnet Asset Management first reported a position in United Bankshares in Q2 2013 and has held it in 51 quarters since.
  • Envestnet Asset Management's United Bankshares position peaked at $9.8M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.