HWA
UBSI icon

Heartwood Wealth Advisors’s United Bankshares UBSI Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-112
Closed -$4.17K – 566
2025
Q3 		$4.17K Buy
+112
New +$4.18K ﹤0.01% 428

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heartwood Wealth Advisors's UBSI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 112 shares — an estimated $4.17K sold.

Heartwood Wealth Advisors first reported a position in UBSI in Q3 2025 and held it in 1 quarter. The position peaked at $4.17K in Q3 2025. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 112 United Bankshares shares in Q4 2025, an estimated $4.17K.
  • Heartwood Wealth Advisors first reported a position in United Bankshares in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's United Bankshares position peaked at $4.17K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.