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UBSI icon

NewEdge Advisors’s United Bankshares UBSI Stock Holding History

NewEdge Advisors’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 		$1.66M Buy
36,324
+330
+0.9% +$14.4K 0.01% 1320
2026
Q1 		$1.49M Sell
35,994
-11,080
-24% -$461K 0.01% 1260
2025
Q4 		$1.81M Sell
47,074
-6,131
-12% -$228K 0.01% 1125
2025
Q3 		$1.98M Buy
53,205
+12,226
+30% +$456K 0.01% 1021
2025
Q2 		$1.49M Buy
40,979
+690
+2% +$24.2K 0.01% 1074
2025
Q1 		$1.4M Buy
40,289
+1,299
+3% +$47.6K 0.01% 1018
2024
Q4 		$1.46M Buy
38,990
+3,396
+10% +$134K 0.01% 975
2024
Q3 		$1.32M Buy
35,594
+347
+1% +$12.7K 0.01% 974
2024
Q2 		$1.14M Buy
35,247
+147
+0.4% +$4.86K 0.01% 1005
2024
Q1 		$1.26M Buy
35,100
+23,906
+214% +$845K 0.01% 884
2023
Q4 		$420K Buy
11,194
+145
+1% +$4.61K ﹤0.01% 1372
2023
Q3 		$305K Buy
11,049
+131
+1% +$3.94K ﹤0.01% 1423
2023
Q2 		$324K Hold
10,918
– – ﹤0.01% 1423
2023
Q1 		$323K Sell
10,918
-485
-4% -$19K ﹤0.01% 1341
2022
Q4 		$461K Sell
11,403
-7,746
-40% -$314K 0.01% 819
2022
Q3 		$684K Sell
19,149
-482
-2% -$18K 0.01% 815
2022
Q2 		$688K Buy
19,631
+412
+2% +$14.5K 0.01% 838
2022
Q1 		$670K Buy
19,219
+108
+0.6% +$3.92K 0.01% 763
2021
Q4 		$693K Buy
+19,111
New +$704K 0.01% 918
2017
Q3 		– Sell
-218
Closed -$8.27K – 1076
2017
Q2 		$8.27K Sell
218
-7,264
-97% -$288K ﹤0.01% 1024
2017
Q1 		$308K Sell
7,482
-20
-0.3% -$881 0.07% 205
2016
Q4 		$340K Buy
+7,502
New +$318K 0.09% 179

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

NewEdge Advisors's UBSI Position: Q2 2026 in Review

NewEdge Advisors increased its United Bankshares (UBSI) stake by 0.92% in Q2 2026, buying an estimated $14.4K and bringing the position to 36,324 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1320.

NewEdge Advisors first reported a position in UBSI in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.98M in Q3 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • NewEdge Advisors held 36,324 shares of United Bankshares worth $1.66M as of Q2 2026.
  • NewEdge Advisors bought 330 United Bankshares shares in Q2 2026, an estimated $14.4K.
  • United Bankshares made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1320 holding.
  • NewEdge Advisors first reported a position in United Bankshares in Q4 2016 and has held it in 22 quarters since.
  • NewEdge Advisors's United Bankshares position peaked at $1.98M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.