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Milestone Asset Management’s United Bankshares UBSI Stock Holding History

Milestone Asset Management’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 		$245K Hold
5,353
– – 0.04% 240
2026
Q1 		$222K Hold
5,353
– – 0.04% 222
2025
Q4 		$206K Buy
+5,353
New +$199K 0.04% 209
2025
Q1 		– Sell
-5,353
Closed -$201K – 252
2024
Q4 		$201K Buy
+5,353
New +$211K 0.04% 217

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

Milestone Asset Management's UBSI Position: Q2 2026 in Review

Milestone Asset Management held its United Bankshares (UBSI) position steady in Q2 2026 at 5,353 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #240.

Milestone Asset Management first reported a position in UBSI in Q4 2024 and has held it in 4 quarters since. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Milestone Asset Management held 5,353 shares of United Bankshares worth $245K as of Q2 2026.
  • Milestone Asset Management left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #240 holding.
  • Milestone Asset Management first reported a position in United Bankshares in Q4 2024 and has held it in 4 quarters since.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.