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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hennion & Walsh Asset Management's UBSI Position: Q2 2026 in Review

Hennion & Walsh Asset Management opened a new position in United Bankshares (UBSI) in Q2 2026: 4,933 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Hennion & Walsh Asset Management previously reported a position in UBSI as recently as Q3 2023.

Hennion & Walsh Asset Management first reported a position in UBSI in Q1 2022 and has held it in 8 quarters since. The position peaked at $400K in Q4 2022. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Hennion & Walsh Asset Management held 4,933 shares of United Bankshares worth $226K as of Q2 2026.
United Bankshares was a new Hennion & Walsh Asset Management position in Q2 2026.
United Bankshares made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #901 holding.
Hennion & Walsh Asset Management first reported a position in United Bankshares in Q1 2022 and has held it in 8 quarters since.
Hennion & Walsh Asset Management's United Bankshares position peaked at $400K in Q4 2022.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.