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Nicholson Wealth Management Group’s United Bankshares UBSI Stock Holding History

Nicholson Wealth Management Group’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 		$3.49M Hold
76,245
– – 2.06% 4
2026
Q1 		$3.16M Hold
76,245
– – 1.84% 4
2025
Q4 		$2.93M Hold
76,245
– – 1.72% 6
2025
Q3 		$2.84M Hold
76,245
– – 1.66% 6
2025
Q2 		$2.78M Hold
76,245
– – 1.71% 5
2025
Q1 		$2.64M Hold
76,245
– – 1.73% 4
2024
Q4 		$2.86M Sell
76,245
-539
-0.7% -$21.2K 1.91% 4
2024
Q3 		$2.85M Buy
+76,784
New +$2.8M 2.34% 4

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

Nicholson Wealth Management Group's UBSI Position: Q2 2026 in Review

Nicholson Wealth Management Group held its United Bankshares (UBSI) position steady in Q2 2026 at 76,245 shares worth $3.49M. The position accounts for 2.06% of the portfolio, ranked #4.

Nicholson Wealth Management Group first reported a position in UBSI in Q3 2024 and has held it in 8 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Nicholson Wealth Management Group held 76,245 shares of United Bankshares worth $3.49M as of Q2 2026.
  • Nicholson Wealth Management Group left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 2.06% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #4 holding.
  • Nicholson Wealth Management Group first reported a position in United Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.