Morgan Stanley
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Morgan Stanley’s United Bancorp UBCP Stock Holding History

Morgan Stanley’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Sell
9,031
-49
-0.5% -$722 ﹤0.01% 6032
2025
Q4 		$130K Buy
9,080
+49
+0.5% +$657 ﹤0.01% 6090
2025
Q3 		$126K Buy
9,031
+300
+3% +$4.26K ﹤0.01% 6057
2025
Q2 		$127K Hold
8,731
– – ﹤0.01% 6044
2025
Q1 		$117K Sell
8,731
-1,250
-13% -$16.3K ﹤0.01% 5944
2024
Q4 		$130K Sell
9,981
-300
-3% -$3.95K ﹤0.01% 5954
2024
Q3 		$135K Hold
10,281
– – ﹤0.01% 5886
2024
Q2 		$129K Sell
10,281
-300
-3% -$3.81K ﹤0.01% 5871
2024
Q1 		$153K Sell
10,581
-12,331
-54% -$152K ﹤0.01% 5827
2023
Q4 		$294K Buy
22,912
+17,887
+356% +$198K ﹤0.01% 5798
2023
Q3 		$58K Hold
5,025
– – ﹤0.01% 6106
2023
Q2 		$60.1K Hold
5,025
– – ﹤0.01% 6144
2023
Q1 		$72.9K Sell
5,025
-903
-15% -$13.1K ﹤0.01% 6132
2022
Q4 		$87.3K Buy
5,928
+3
+0.1% +$45 ﹤0.01% 6042
2022
Q3 		$95K Hold
5,925
– – ﹤0.01% 6103
2022
Q2 		$97K Sell
5,925
-742
-11% -$12.7K ﹤0.01% 6294
2022
Q1 		$121K Buy
6,667
+1,241
+23% +$21.4K ﹤0.01% 6206
2021
Q4 		$90K Sell
5,426
-3,507
-39% -$54K ﹤0.01% 6500
2021
Q3 		$128K Buy
8,933
+2,958
+50% +$42.3K ﹤0.01% 6226
2021
Q2 		$85K Sell
5,975
-7,700
-56% -$115K ﹤0.01% 6428
2021
Q1 		$196K Buy
13,675
+6,233
+84% +$86.1K ﹤0.01% 5670
2020
Q4 		$98K Sell
7,442
-500
-6% -$6.29K ﹤0.01% 5921
2020
Q3 		$100K Sell
7,942
-2,650
-25% -$30.3K ﹤0.01% 5440
2020
Q2 		$122K Buy
10,592
+150
+1% +$1.58K ﹤0.01% 5310
2020
Q1 		$115K Sell
10,442
-2,958
-22% -$38.6K ﹤0.01% 5134
2019
Q4 		$192K Sell
13,400
-400
-3% -$4.98K ﹤0.01% 5429
2019
Q3 		$154K Sell
13,800
-13,175
-49% -$149K ﹤0.01% 5264
2019
Q2 		$304K Sell
26,975
-1,124
-4% -$12.7K ﹤0.01% 4842
2019
Q1 		$305K Sell
28,099
-1,937
-6% -$21.4K ﹤0.01% 4834
2018
Q4 		$343K Sell
30,036
-2,018
-6% -$25.2K ﹤0.01% 5031
2018
Q3 		$422K Sell
32,054
-2,763
-8% -$36.8K ﹤0.01% 5091
2018
Q2 		$470K Buy
34,817
+2,233
+7% +$29.2K ﹤0.01% 5151
2018
Q1 		$422K Buy
32,584
+10,609
+48% +$135K ﹤0.01% 5104
2017
Q4 		$291K Buy
21,975
+2,200
+11% +$27.9K ﹤0.01% 5263
2017
Q3 		$238K Buy
19,775
+4,055
+26% +$48K ﹤0.01% 5268
2017
Q2 		$192K Buy
15,720
+2,635
+20% +$31.3K ﹤0.01% 5356
2017
Q1 		$161K Buy
13,085
+5,135
+65% +$65.1K ﹤0.01% 5418
2016
Q4 		$107K Buy
7,950
+4,650
+141% +$54.7K ﹤0.01% 5552
2016
Q3 		$36K Buy
3,300
+1,300
+65% +$13.3K ﹤0.01% 5715
2016
Q2 		$20K Buy
2,000
+792
+66% +$7.61K ﹤0.01% 5858
2016
Q1 		$11K Sell
1,208
-2,063
-63% -$18.9K ﹤0.01% 6111
2015
Q4 		$31K Buy
+3,271
New +$29.7K ﹤0.01% 5892
2015
Q3 		– Sell
-10
Closed – – 6724
2015
Q2 		$0 Buy
10
+1
+11% +$8 ﹤0.01% 6750
2015
Q1 		$0 Hold
9
– – ﹤0.01% 6654
2014
Q4 		$0 Hold
9
– – ﹤0.01% 6669
2014
Q3 		$0 Hold
9
– – ﹤0.01% 6662
2014
Q2 		$0 Hold
9
– – ﹤0.01% 6603
2014
Q1 		$0 Buy
+9
New +$76 ﹤0.01% 6547

Other funds holding UBCP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Morgan Stanley's UBCP Position: Q1 2026 in Review

Morgan Stanley reduced its United Bancorp (UBCP) stake by 0.54% in Q1 2026, selling an estimated $722 and leaving 9,031 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #6032.

Morgan Stanley first reported a position in UBCP in Q1 2014 and has held it in 48 quarters since. The position peaked at $470K in Q2 2018. 32 funds tracked by Wall St. Rank hold UBCP as of Q1 2026.

  • Morgan Stanley held 9,031 shares of United Bancorp worth $137K as of Q1 2026.
  • Morgan Stanley sold 49 United Bancorp shares in Q1 2026, an estimated $722.
  • United Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6032 holding.
  • Morgan Stanley first reported a position in United Bancorp in Q1 2014 and has held it in 48 quarters since.
  • Morgan Stanley's United Bancorp position peaked at $470K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held United Bancorp as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.