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Holos Integrated Wealth’s United Bankshares UBSI Stock Holding History

Holos Integrated Wealth’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 		$2.68K Hold
58
– – ﹤0.01% 331
2026
Q1 		$2.46K Hold
58
– – ﹤0.01% 339
2025
Q4 		$2.23K Hold
58
– – ﹤0.01% 270
2025
Q3 		$2.06K Hold
58
– – ﹤0.01% 269
2025
Q2 		$2.07K Hold
58
– – ﹤0.01% 270
2025
Q1 		$2.01K Hold
58
– – ﹤0.01% 274
2024
Q4 		$2.18K Buy
+58
New +$2.28K ﹤0.01% 272

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Holos Integrated Wealth's UBSI Position: Q2 2026 in Review

Holos Integrated Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 58 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Holos Integrated Wealth first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Holos Integrated Wealth held 58 shares of United Bankshares worth $2.68K as of Q2 2026.
  • Holos Integrated Wealth left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #331 holding.
  • Holos Integrated Wealth first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.