Navellier & Associates’s United Bankshares UBSI Stock Holding History

Navellier & Associates’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	$208K	Buy	+4,549	New	+$199K	0.02%	312
2020 Q1	–	Sell	-22,997	Closed	-$889K	–	290
2019 Q4	$889K	Sell	22,997 -332	-1%	-$12.8K	0.14%	142
2019 Q3	$883K	Buy	23,329 +4,618	+25%	+$171K	0.15%	141
2019 Q2	$694K	Buy	18,711 +3,269	+21%	+$123K	0.11%	164
2019 Q1	$560K	Buy	15,442 +2,492	+19%	+$89.9K	0.09%	155
2018 Q4	$403K	Buy	12,950 +272	+2%	+$9.18K	0.07%	163
2018 Q3	$461K	Buy	12,678 +415	+3%	+$15.7K	0.06%	196
2018 Q2	$446K	Buy	12,263 +598	+5%	+$21.4K	0.06%	206
2018 Q1	$411K	Buy	+11,665	New	+$422K	0.06%	196

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Navellier & Associates's UBSI Position: Q2 2026 in Review

Navellier & Associates opened a new position in United Bankshares (UBSI) in Q2 2026: 4,549 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in UBSI as recently as Q4 2019.

Navellier & Associates first reported a position in UBSI in Q1 2018 and has held it in 9 quarters since. The position peaked at $889K in Q4 2019. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Navellier & Associates held 4,549 shares of United Bankshares worth $208K as of Q2 2026.
United Bankshares was a new Navellier & Associates position in Q2 2026.
United Bankshares made up 0.02% of Navellier & Associates's portfolio in Q2 2026, its #312 holding.
Navellier & Associates first reported a position in United Bankshares in Q1 2018 and has held it in 9 quarters since.
Navellier & Associates's United Bankshares position peaked at $889K in Q4 2019.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.