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Morton Brown Family Wealth’s United Bankshares UBSI Stock Holding History

Morton Brown Family Wealth’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 		$5.68K Hold
124
– – ﹤0.01% 225
2026
Q1 		$5.14K Hold
124
– – ﹤0.01% 224
2025
Q4 		$4.76K Buy
+124
New +$4.62K ﹤0.01% 230

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morton Brown Family Wealth's UBSI Position: Q2 2026 in Review

Morton Brown Family Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 124 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Morton Brown Family Wealth first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Morton Brown Family Wealth held 124 shares of United Bankshares worth $5.68K as of Q2 2026.
  • Morton Brown Family Wealth left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #225 holding.
  • Morton Brown Family Wealth first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.