Graves Light Lenhart Wealth’s United Bankshares UBSI Stock Holding History

Graves Light Lenhart 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	$287K	Hold	6,257	–	–	0.03%	168
2026 Q1	$259K	Hold	6,257	–	–	0.03%	164
2025 Q4	$240K	Hold	6,257	–	–	0.03%	172
2025 Q3	$233K	Hold	6,257	–	–	0.03%	173
2025 Q2	$228K	Hold	6,257	–	–	0.03%	175
2025 Q1	$217K	Hold	6,257	–	–	0.03%	173
2024 Q4	$235K	Sell	6,257 -443	-7%	-$17.4K	0.03%	162
2024 Q3	$249K	Hold	6,700	–	–	0.03%	158
2024 Q2	$216K	Hold	6,700	–	–	0.02%	170
2024 Q1	$240K	Hold	6,700	–	–	0.03%	161
2023 Q4	$252K	Buy	+6,700	New	+$213K	0.03%	159
2023 Q2	–	Sell	-6,700	Closed	-$236K	–	208
2023 Q1	$236K	Hold	6,700	–	–	0.04%	148
2022 Q4	$271K	Hold	6,700	–	–	0.04%	142
2022 Q3	$240K	Buy	6,700 +62	+0.9%	+$2.31K	0.04%	148
2022 Q2	$233K	Hold	6,638	–	–	0.04%	157
2022 Q1	$232K	Sell	6,638 -62	-0.9%	-$2.25K	0.03%	163
2021 Q4	$243K	Buy	6,700 +62	+0.9%	+$2.28K	0.03%	173
2021 Q3	$241K	Sell	6,638 -67	-1%	-$2.34K	0.04%	161
2021 Q2	$245K	Hold	6,705	–	–	0.04%	160
2021 Q1	$259K	Hold	6,705	–	–	0.04%	155
2020 Q4	$217K	Sell	6,705 -5,215	-44%	-$147K	0.04%	161
2020 Q3	$256K	Sell	11,920 -5,642	-32%	-$147K	0.06%	131
2020 Q2	$486K	Hold	17,562	–	–	0.11%	91
2020 Q1	$405K	Hold	17,562	–	–	0.11%	93
2019 Q4	$679K	Hold	17,562	–	–	0.14%	84
2019 Q3	$694K	Hold	17,562	–	–	0.15%	85
2019 Q2	$651K	Hold	17,562	–	–	0.16%	80
2019 Q1	$636K	Buy	17,562 +8,419	+92%	+$304K	0.16%	78
2018 Q4	$284K	Buy	+9,143	New	+$309K	0.08%	111

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

Graves Light Lenhart Wealth's UBSI Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 6,257 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #168.

Graves Light Lenhart Wealth first reported a position in UBSI in Q4 2018 and has held it in 29 quarters since. The position peaked at $694K in Q3 2019. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Graves Light Lenhart Wealth held 6,257 shares of United Bankshares worth $287K as of Q2 2026.
Graves Light Lenhart Wealth left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #168 holding.
Graves Light Lenhart Wealth first reported a position in United Bankshares in Q4 2018 and has held it in 29 quarters since.
Graves Light Lenhart Wealth's United Bankshares position peaked at $694K in Q3 2019.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.