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Hemington Wealth Management’s United Bankshares UBSI Stock Holding History

Hemington 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
2025
Q3 		$8K Buy
232
+25
+12% +$932 ﹤0.01% 991
2025
Q2 		$7K Buy
207
+6
+3% +$211 ﹤0.01% 1008
2025
Q1 		$6K Buy
201
+8
+4% +$293 ﹤0.01% 1009
2024
Q4 		$7K Buy
193
+40
+26% +$1.57K ﹤0.01% 919
2024
Q3 		$5K Buy
+153
New +$5.58K ﹤0.01% 963

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hemington Wealth Management's UBSI Position: Q3 2025 in Review

Hemington Wealth Management increased its United Bankshares (UBSI) stake by 12% in Q3 2025, buying an estimated $932 and bringing the position to 232 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Hemington Wealth Management first reported a position in UBSI in Q3 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Hemington Wealth Management held 232 shares of United Bankshares worth $8K as of Q3 2025.
  • Hemington Wealth Management bought 25 United Bankshares shares in Q3 2025, an estimated $932.
  • United Bankshares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #991 holding.
  • Hemington Wealth Management first reported a position in United Bankshares in Q3 2024 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.