Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s United Bankshares UBSI Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-6,082
Closed -$228K – 1769
2024
Q4 		$228K Sell
6,082
-578
-9% -$22.8K ﹤0.01% 1627
2024
Q3 		$247K Buy
6,660
+73
+1% +$2.66K ﹤0.01% 1539
2024
Q2 		$214K Buy
6,587
+350
+6% +$11.6K ﹤0.01% 1552
2024
Q1 		$223K Sell
6,237
-244
-4% -$8.63K ﹤0.01% 1507
2023
Q4 		$243K Buy
+6,481
New +$206K ﹤0.01% 1399

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Portfolio Solutions's UBSI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of United Bankshares (UBSI) in Q1 2025, closing a stake of 6,082 shares — an estimated $228K sold.

Envestnet Portfolio Solutions first reported a position in UBSI in Q4 2023 and held it in 5 quarters. The position peaked at $247K in Q3 2024. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining United Bankshares position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,082 United Bankshares shares in Q1 2025, an estimated $228K.
  • Envestnet Portfolio Solutions first reported a position in United Bankshares in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's United Bankshares position peaked at $247K in Q3 2024.
  • 377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.