McKinley Carter Wealth Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
31,000
+27
| +0.1% | +$1.12K | 0.07% | 153 |
|
|
2025
Q4 | $1.19M | Buy |
30,973
+52
| +0.2% | +$1.94K | 0.07% | 162 |
|
|
2025
Q3 | $1.15M | Buy |
30,921
+26
| +0.1% | +$969 | 0.06% | 163 |
|
|
2025
Q2 | $1.13M | Buy |
30,895
+75
| +0.2% | +$2.63K | 0.06% | 160 |
|
|
2025
Q1 | $1.07M | Buy |
30,820
+7,206
| +31% | +$264K | 0.07% | 155 |
|
|
2024
Q4 | $887K | Buy |
23,614
+68
| +0.3% | +$2.68K | 0.05% | 163 |
|
|
2024
Q3 | $874K | Buy |
23,546
+89
| +0.4% | +$3.25K | 0.05% | 170 |
|
|
2024
Q2 | $761K | Buy |
23,457
+71
| +0.3% | +$2.35K | 0.05% | 175 |
|
|
2024
Q1 | $837K | Sell |
23,386
-11,202
| -32% | -$396K | 0.06% | 167 |
|
|
2023
Q4 | $1.3M | Buy |
34,588
+156
| +0.5% | +$4.96K | 0.1% | 131 |
|
|
2023
Q3 | $950K | Buy |
34,432
+251
| +0.7% | +$7.56K | 0.08% | 147 |
|
|
2023
Q2 | $1.01M | Buy |
34,181
+146
| +0.4% | +$4.6K | 0.08% | 147 |
|
|
2023
Q1 | $1.2M | Sell |
34,035
-200
| -0.6% | -$7.85K | 0.09% | 135 |
|
|
2022
Q4 | $1.39M | Sell |
34,235
-2
| -0% | -$81 | 0.12% | 120 |
|
|
2022
Q3 | $1.22M | Buy |
34,237
+613
| +2% | +$22.9K | 0.11% | 119 |
|
|
2022
Q2 | $1.18M | Sell |
33,624
-147
| -0.4% | -$5.16K | 0.1% | 125 |
|
|
2022
Q1 | $1.18M | Buy |
33,771
+138
| +0.4% | +$5.01K | 0.09% | 132 |
|
|
2021
Q4 | $1.22M | Buy |
33,633
+136
| +0.4% | +$5.01K | 0.09% | 137 |
|
|
2021
Q3 | $1.22M | Buy |
33,497
+130
| +0.4% | +$4.54K | 0.1% | 133 |
|
|
2021
Q2 | $1.22M | Buy |
33,367
+122
| +0.4% | +$4.79K | 0.1% | 133 |
|
|
2021
Q1 | $1.28M | Buy |
33,245
+12,120
| +57% | +$444K | 0.11% | 136 |
|
|
2020
Q4 | $684K | Sell |
21,125
-319
| -1% | -$9.01K | 0.09% | 146 |
|
|
2020
Q3 | $460K | Buy |
21,444
+53
| +0.2% | +$1.38K | 0.1% | 101 |
|
|
2020
Q2 | $592K | Buy |
21,391
+48
| +0.2% | +$1.29K | 0.15% | 90 |
|
|
2020
Q1 | $493K | Buy |
21,343
+867
| +4% | +$27.2K | 0.15% | 89 |
|
|
2019
Q4 | $792K | Buy |
20,476
+81
| +0.4% | +$3.12K | 0.19% | 89 |
|
|
2019
Q3 | $772K | Sell |
20,395
-12
| -0.1% | -$445 | 0.2% | 87 |
|
|
2019
Q2 | $757K | Sell |
20,407
-730
| -3% | -$27.4K | 0.2% | 87 |
|
|
2019
Q1 | $766K | Sell |
21,137
-38,503
| -65% | -$1.39M | 0.22% | 86 |
|
|
2018
Q4 | $1.85M | Buy |
59,640
+1,431
| +2% | +$48.3K | 0.61% | 47 |
|
|
2018
Q3 | $2.12M | Sell |
58,209
-189
| -0.3% | -$7.17K | 0.63% | 44 |
|
|
2018
Q2 | $2.13M | Buy |
58,398
+56
| +0.1% | +$2K | 0.68% | 41 |
|
|
2018
Q1 | $2.06M | Sell |
58,342
-370
| -0.6% | -$13.4K | 0.67% | 39 |
|
|
2017
Q4 | $2.04M | Buy |
58,712
+40,411
| +221% | +$1.46M | 0.7% | 41 |
|
|
2017
Q3 | $680K | Buy |
18,301
+1,882
| +11% | +$66.2K | 0.26% | 73 |
|
|
2017
Q2 | $644K | Sell |
16,419
-1,588
| -9% | -$63K | 0.28% | 67 |
|
|
2017
Q1 | $761K | Buy |
18,007
+513
| +3% | +$22.6K | 0.35% | 64 |
|
|
2016
Q4 | $809K | Sell |
17,494
-216
| -1% | -$9.17K | 0.41% | 58 |
|
|
2016
Q3 | $667K | Buy |
17,710
+35
| +0.2% | +$1.34K | 0.34% | 66 |
|
|
2016
Q2 | $663K | Buy |
17,675
+297
| +2% | +$11.2K | 0.35% | 64 |
|
|
2016
Q1 | $638K | Sell |
17,378
-2,036
| -10% | -$71.5K | 0.35% | 71 |
|
|
2015
Q4 | $718K | Sell |
19,414
-38
| -0.2% | -$1.5K | 0.41% | 60 |
|
|
2015
Q3 | $739K | Sell |
19,452
-93,215
| -83% | -$3.66M | 0.46% | 59 |
|
|
2015
Q2 | $4.53M | Buy |
112,667
+93,202
| +479% | +$3.56M | 2.46% | 7 |
|
|
2015
Q1 | $731K | Buy |
19,465
+8,371
| +75% | +$306K | 0.47% | 58 |
|
|
2014
Q4 | $415K | Sell |
11,094
-49
| -0.4% | -$1.68K | 0.32% | 65 |
|
|
2014
Q3 | $345K | Sell |
11,143
-333
| -3% | -$10.7K | 0.33% | 61 |
|
|
2014
Q2 | $371K | Buy |
11,476
+333
| +3% | +$10.1K | 0.39% | 53 |
|
|
2014
Q1 | $341K | Sell |
11,143
-135,113
| -92% | -$4.05M | 0.37% | 61 |
|
|
2013
Q4 | $4.6M | Buy |
146,256
+81,869
| +127% | +$2.51M | 4.48% | 3 |
|
|
2013
Q3 | $1.87M | Buy |
64,387
+53,508
| +492% | +$1.52M | 2.21% | 18 |
|
|
2013
Q2 | $288K | Buy |
+10,879
| New | +$280K | 0.44% | 48 |
|
Other funds holding UBSI
VPM
VCM
McKinley Carter Wealth Services's UBSI Position: Q1 2026 in Review
McKinley Carter Wealth Services increased its United Bankshares (UBSI) stake by 0.09% in Q1 2026, buying an estimated $1.12K and bringing the position to 31,000 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #153.
McKinley Carter Wealth Services first reported a position in UBSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.6M in Q4 2013. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.
- McKinley Carter Wealth Services held 31,000 shares of United Bankshares worth $1.28M as of Q1 2026.
- McKinley Carter Wealth Services bought 27 United Bankshares shares in Q1 2026, an estimated $1.12K.
- United Bankshares made up 0.07% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #153 holding.
- McKinley Carter Wealth Services first reported a position in United Bankshares in Q2 2013 and has held it in 52 quarters since.
- McKinley Carter Wealth Services's United Bankshares position peaked at $4.6M in Q4 2013.
- 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.
Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.