Hennion & Walsh Asset Management’s United Bankshares UBSI Stock Holding History

Hennion & Walsh Asset 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
2026 Q2	$226K	Buy	+4,933	New	+$216K	0.01%	901
2023 Q4	–	Sell	-8,613	Closed	-$238K	–	878
2023 Q3	$238K	Sell	8,613 -898	-9%	-$27K	0.02%	704
2023 Q2	$282K	Sell	9,511 -178	-2%	-$5.6K	0.02%	671
2023 Q1	$341K	Sell	9,689 -197	-2%	-$7.73K	0.02%	606
2022 Q4	$400K	Sell	9,886 -158	-2%	-$6.4K	0.02%	547
2022 Q3	$359K	Sell	10,044 -314	-3%	-$11.7K	0.02%	556
2022 Q2	$363K	Buy	10,358 +909	+10%	+$31.9K	0.02%	571
2022 Q1	$330K	Buy	+9,449	New	+$343K	0.02%	623

Other funds holding UBSI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return