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Measured Wealth Private Client Group’s United Bankshares UBSI Stock Holding History

Measured Wealth Private Client Group’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 		$262K Buy
5,712
+81
+1% +$3.54K 0.06% 169
2026
Q1 		$233K Buy
+5,631
New +$234K 0.06% 173
2018
Q4 		– Sell
-1,585
Closed -$57K – 671
2018
Q3 		$57K Buy
+1,585
New +$60.1K 0.03% 323

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

Measured Wealth Private Client Group's UBSI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its United Bankshares (UBSI) stake by 1.4% in Q2 2026, buying an estimated $3.54K and bringing the position to 5,712 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #169.

Measured Wealth Private Client Group first reported a position in UBSI in Q3 2018 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Measured Wealth Private Client Group held 5,712 shares of United Bankshares worth $262K as of Q2 2026.
  • Measured Wealth Private Client Group bought 81 United Bankshares shares in Q2 2026, an estimated $3.54K.
  • United Bankshares made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #169 holding.
  • Measured Wealth Private Client Group first reported a position in United Bankshares in Q3 2018 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.