Evermay Wealth Management’s United Bankshares UBSI Stock Holding History

Evermay 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 Q2	$192K	Hold	4,159	–	–	0.02%	210
2026 Q1	$174K	Hold	4,159	–	–	0.02%	207
2025 Q4	$161K	Hold	4,159	–	–	0.02%	216
2025 Q3	$156K	Hold	4,159	–	–	0.02%	219
2025 Q2	$153K	Hold	4,159	–	–	0.02%	221
2025 Q1	$146K	Hold	4,159	–	–	0.02%	221
2024 Q4	$158K	Hold	4,159	–	–	0.02%	216
2024 Q3	$156K	Hold	4,159	–	–	0.03%	223
2024 Q2	$136K	Hold	4,159	–	–	0.02%	232
2024 Q1	$150K	Hold	4,159	–	–	0.02%	220
2023 Q4	$158K	Sell	4,159 -1,812	-30%	-$57.6K	0.03%	197
2023 Q3	$166K	Hold	5,971	–	–	0.03%	182
2023 Q2	$179K	Sell	5,971 -18	-0.3%	-$567	0.03%	186
2023 Q1	$212K	Hold	5,989	–	–	0.04%	165
2022 Q4	$244K	Hold	5,989	–	–	0.05%	150
2022 Q3	$216K	Sell	5,989 -437	-7%	-$16.3K	0.04%	154
2022 Q2	$227K	Hold	6,426	–	–	0.04%	150
2022 Q1	$224K	Hold	6,426	–	–	0.04%	179
2021 Q4	$233K	Sell	6,426 -60	-0.9%	-$2.21K	0.04%	157
2021 Q3	$236K	Hold	6,486	–	–	0.05%	146
2021 Q2	$237K	Hold	6,486	–	–	0.04%	160
2021 Q1	$250K	Sell	6,486 -7	-0.1%	-$257	0.05%	154
2020 Q4	$210K	Buy	+6,493	New	+$183K	0.05%	165
2020 Q1	–	Sell	-6,523	Closed	-$252K	–	159
2019 Q4	$252K	Buy	+6,523	New	+$252K	0.06%	138
2019 Q3	–	Sell	-6,152	Closed	-$228K	–	154
2019 Q2	$228K	Sell	6,152 -1,112	-15%	-$41.8K	0.06%	133
2019 Q1	$263K	Sell	7,264 -3,100	-30%	-$112K	0.07%	121
2018 Q4	$322K	Sell	10,364 -3,002	-22%	-$101K	0.1%	94
2018 Q3	$486K	Hold	13,366	–	–	0.15%	74
2018 Q2	$487K	Hold	13,366	–	–	0.16%	72
2018 Q1	$471K	Sell	13,366 -1,750	-12%	-$63.3K	0.16%	71
2017 Q4	$525K	Hold	15,116	–	–	0.19%	59
2017 Q3	$562K	Buy	15,116 +3,000	+25%	+$106K	0.24%	38
2017 Q2	$475K	Sell	12,116 -2,363	-16%	-$93.8K	0.21%	40
2017 Q1	$612K	Buy	14,479 +1,750	+14%	+$77.1K	0.27%	34
2016 Q4	$589K	Hold	12,729	–	–	0.29%	30
2016 Q3	$480K	Hold	12,729	–	–	0.24%	35
2016 Q2	$477K	Hold	12,729	–	–	0.25%	36
2016 Q1	$467K	Buy	12,729 +142	+1%	+$4.98K	0.26%	35
2015 Q4	$466K	Hold	12,587	–	–	0.27%	34
2015 Q3	$478K	Hold	12,587	–	–	0.29%	33
2015 Q2	$506K	Hold	12,587	–	–	0.3%	33
2015 Q1	$473K	Hold	12,587	–	–	0.28%	37
2014 Q4	$471K	Hold	12,587	–	–	0.31%	40
2014 Q3	$389K	Hold	12,587	–	–	0.33%	49
2014 Q2	$407K	Hold	12,587	–	–	0.35%	43
2014 Q1	$385K	Buy	12,587 +5,087	+68%	+$153K	0.41%	34
2013 Q4	$236K	Buy	+7,500	New	+$230K	0.33%	42

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evermay Wealth Management's UBSI Position: Q2 2026 in Review

Evermay Wealth Management held its United Bankshares (UBSI) position steady in Q2 2026 at 4,159 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #210.

Evermay Wealth Management first reported a position in UBSI in Q4 2013 and has held it in 47 quarters since. The position peaked at $612K in Q1 2017. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Evermay Wealth Management held 4,159 shares of United Bankshares worth $192K as of Q2 2026.
Evermay Wealth Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #210 holding.
Evermay Wealth Management first reported a position in United Bankshares in Q4 2013 and has held it in 47 quarters since.
Evermay Wealth Management's United Bankshares position peaked at $612K in Q1 2017.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.