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Harbor Investment Advisory’s United Bankshares UBSI Stock Holding History

Harbor Investment Advisory’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 		$7.33K Hold
160
– – ﹤0.01% 1079
2026
Q1 		$6.63K Sell
160
-110
-41% -$4.57K ﹤0.01% 978
2025
Q4 		$10.4K Hold
270
– – ﹤0.01% 931
2025
Q3 		$10K Sell
270
-500
-65% -$18.6K ﹤0.01% 906
2025
Q2 		$28.1K Hold
770
– – ﹤0.01% 726
2025
Q1 		$26.7K Hold
770
– – ﹤0.01% 718
2024
Q4 		$28.9K Hold
770
– – ﹤0.01% 695
2024
Q3 		$28.6K Sell
770
-560
-42% -$20.4K ﹤0.01% 696
2024
Q2 		$43.1K Hold
1,330
– – ﹤0.01% 608
2024
Q1 		$47.6K Hold
1,330
– – 0.01% 595
2023
Q4 		$49.9K Hold
1,330
– – 0.01% 568
2023
Q3 		$36.7K Hold
1,330
– – ﹤0.01% 593
2023
Q2 		$39.5K Hold
1,330
– – 0.01% 770
2023
Q1 		$46.8K Sell
1,330
-500
-27% -$19.6K 0.01% 723
2022
Q4 		$74.1K Hold
1,830
– – 0.01% 567
2022
Q3 		$65K Sell
1,830
-195
-10% -$7.27K 0.01% 599
2022
Q2 		$71K Sell
2,025
-1,030
-34% -$36.1K 0.01% 593
2022
Q1 		$107K Sell
3,055
-995
-25% -$36.1K 0.01% 520
2021
Q4 		$147K Hold
4,050
– – 0.02% 439
2021
Q3 		$147K Hold
4,050
– – 0.02% 437
2021
Q2 		$148K Buy
+4,050
New +$159K 0.02% 424
2020
Q2 		– Sell
-100
Closed -$2K – 1227
2020
Q1 		$2K Buy
+100
New +$3.14K ﹤0.01% 946

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Harbor Investment Advisory's UBSI Position: Q2 2026 in Review

Harbor Investment Advisory held its United Bankshares (UBSI) position steady in Q2 2026 at 160 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Harbor Investment Advisory first reported a position in UBSI in Q1 2020 and has held it in 22 quarters since. The position peaked at $148K in Q2 2021. 112 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Harbor Investment Advisory held 160 shares of United Bankshares worth $7.33K as of Q2 2026.
  • Harbor Investment Advisory left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1079 holding.
  • Harbor Investment Advisory first reported a position in United Bankshares in Q1 2020 and has held it in 22 quarters since.
  • Harbor Investment Advisory's United Bankshares position peaked at $148K in Q2 2021.
  • 112 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.