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Heritage Wealth Advisors’s United Bankshares UBSI Stock Holding History

Heritage 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
2026
Q2 		$612K Buy
13,344
+52
+0.4% +$2.27K 0.02% 122
2026
Q1 		$551K Buy
13,292
+55
+0.4% +$2.29K 0.02% 118
2025
Q4 		$508K Buy
13,237
+55
+0.4% +$2.05K 0.02% 143
2025
Q3 		$491K Sell
13,182
-5,472
-29% -$204K 0.02% 131
2025
Q2 		$680K Buy
18,654
+58
+0.3% +$2.04K 0.03% 106
2025
Q1 		$645K Buy
18,596
+52
+0.3% +$1.91K 0.03% 106
2024
Q4 		$696K Sell
18,544
-3,380
-15% -$133K 0.03% 110
2024
Q3 		$813K Buy
21,924
+59
+0.3% +$2.15K 0.04% 98
2024
Q2 		$709K Buy
21,865
+56
+0.3% +$1.85K 0.03% 106
2024
Q1 		$781K Buy
21,809
+49
+0.2% +$1.73K 0.04% 105
2023
Q4 		$817K Buy
21,760
+67
+0.3% +$2.13K 0.04% 102
2023
Q3 		$599K Buy
21,693
+60
+0.3% +$1.81K 0.03% 118
2023
Q2 		$642K Buy
21,633
+5,000
+30% +$157K 0.03% 113
2023
Q1 		$585K Hold
16,633
– – 0.03% 117
2022
Q4 		$673K Sell
16,633
-1,230
-7% -$49.9K 0.04% 106
2022
Q3 		$639K Hold
17,863
– – 0.05% 98
2022
Q2 		$626K Hold
17,863
– – 0.04% 106
2022
Q1 		$623K Hold
17,863
– – 0.03% 117
2021
Q4 		$648K Buy
+17,863
New +$658K 0.04% 127

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Advisors's UBSI Position: Q2 2026 in Review

Heritage Wealth Advisors increased its United Bankshares (UBSI) stake by 0.39% in Q2 2026, buying an estimated $2.27K and bringing the position to 13,344 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #122.

Heritage Wealth Advisors first reported a position in UBSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $817K in Q4 2023. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Heritage Wealth Advisors held 13,344 shares of United Bankshares worth $612K as of Q2 2026.
  • Heritage Wealth Advisors bought 52 United Bankshares shares in Q2 2026, an estimated $2.27K.
  • United Bankshares made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Heritage Wealth Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 19 quarters since.
  • Heritage Wealth Advisors's United Bankshares position peaked at $817K in Q4 2023.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.