HI
UBSI icon

Horizon Investments’s United Bankshares UBSI Stock Holding History

Horizon Investments’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 		$156K Sell
3,401
-38,273
-92% -$1.67M ﹤0.01% 1055
2026
Q1 		$1.73M Buy
41,674
+39,305
+1,659% +$1.63M 0.02% 520
2025
Q4 		$91K Sell
2,369
-1,400
-37% -$52.1K ﹤0.01% 1070
2025
Q3 		$140K Hold
3,769
– – ﹤0.01% 949
2025
Q2 		$137K Hold
3,769
– – ﹤0.01% 922
2025
Q1 		$131K Hold
3,769
– – ﹤0.01% 596
2024
Q4 		$142K Buy
+3,769
New +$148K ﹤0.01% 585

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

Horizon Investments's UBSI Position: Q2 2026 in Review

Horizon Investments reduced its United Bankshares (UBSI) stake by 92% in Q2 2026, selling an estimated $1.67M and leaving 3,401 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Horizon Investments first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q1 2026. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Horizon Investments held 3,401 shares of United Bankshares worth $156K as of Q2 2026.
  • Horizon Investments sold 38,273 United Bankshares shares in Q2 2026, an estimated $1.67M.
  • United Bankshares made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1055 holding.
  • Horizon Investments first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Horizon Investments's United Bankshares position peaked at $1.73M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.