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Hazlett, Burt & Watson’s United Bankshares UBSI Stock Holding History

Hazlett, Burt & Watson’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 		$1.07M Hold
25,832
– – 0.33% 79
2025
Q4 		$992K Hold
25,832
– – 0.32% 76
2025
Q3 		$960K Buy
25,832
+17,755
+220% +$662K 0.34% 68
2025
Q2 		$293K Buy
8,077
+6,758
+512% +$237K 0.12% 160
2025
Q1 		$46K Hold
1,319
– – 0.02% 369
2024
Q4 		$51K Hold
1,319
– – 0.02% 361
2024
Q3 		$48K Hold
1,319
– – 0.02% 361
2024
Q2 		$42K Hold
1,319
– – 0.02% 358
2024
Q1 		$47K Hold
1,319
– – 0.03% 335
2023
Q4 		$51K Hold
1,319
– – 0.03% 308
2023
Q3 		$37K Hold
1,319
– – 0.03% 340
2023
Q2 		$39K Sell
1,319
-827
-39% -$26K 0.03% 336
2023
Q1 		$75K Buy
2,146
+15
+0.7% +$589 0.06% 231
2022
Q4 		$86K Buy
2,131
+17
+0.8% +$689 0.08% 200
2022
Q3 		$75K Buy
2,114
+18
+0.9% +$671 0.07% 220
2022
Q2 		$73K Buy
2,096
+17
+0.8% +$596 0.07% 227
2022
Q1 		$73K Buy
+2,079
New +$75.5K 0.06% 242

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

Hazlett, Burt & Watson's UBSI Position: Q1 2026 in Review

Hazlett, Burt & Watson held its United Bankshares (UBSI) position steady in Q1 2026 at 25,832 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #79.

Hazlett, Burt & Watson first reported a position in UBSI in Q1 2022 and has held it in 17 quarters since. 418 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Hazlett, Burt & Watson held 25,832 shares of United Bankshares worth $1.07M as of Q1 2026.
  • Hazlett, Burt & Watson left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up 0.33% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #79 holding.
  • Hazlett, Burt & Watson first reported a position in United Bankshares in Q1 2022 and has held it in 17 quarters since.
  • 418 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.