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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Advisors's UBSI Position: Q1 2026 in Review

Heritage Wealth Advisors increased its United Bankshares (UBSI) stake by 0.42% in Q1 2026, buying an estimated $2.29K and bringing the position to 13,292 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #118.

Heritage Wealth Advisors first reported a position in UBSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $817K in Q4 2023. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Heritage Wealth Advisors held 13,292 shares of United Bankshares worth $551K as of Q1 2026.
Heritage Wealth Advisors bought 55 United Bankshares shares in Q1 2026, an estimated $2.29K.
United Bankshares made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Heritage Wealth Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's United Bankshares position peaked at $817K in Q4 2023.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.