Northwestern Mutual Wealth Management’s United Bankshares UBSI Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$335K	Sell	8,095 -17	-0.2%	-$707	﹤0.01%	1704
2025 Q4	$312K	Hold	8,112	–	–	﹤0.01%	1705
2025 Q3	$302K	Sell	8,112 -47,410	-85%	-$1.77M	﹤0.01%	1636
2025 Q2	$2.02M	Buy	55,522 +47,303	+576%	+$1.66M	﹤0.01%	934
2025 Q1	$285K	Hold	8,219	–	–	﹤0.01%	1528
2024 Q4	$309K	Hold	8,219	–	–	﹤0.01%	1488
2024 Q3	$305K	Sell	8,219 -99	-1%	-$3.61K	﹤0.01%	1485
2024 Q2	$270K	Sell	8,318 -67	-0.8%	-$2.21K	﹤0.01%	1467
2024 Q1	$300K	Buy	8,385 +273	+3%	+$9.65K	﹤0.01%	1409
2023 Q4	$305K	Buy	8,112 +500	+7%	+$15.9K	﹤0.01%	1369
2023 Q3	$210K	Buy	7,612 +100	+1%	+$3.01K	﹤0.01%	1440
2023 Q2	$223K	Hold	7,512	–	–	﹤0.01%	1422
2023 Q1	$264K	Sell	7,512 -1,599	-18%	-$62.8K	﹤0.01%	1340
2022 Q4	$369K	Buy	9,111 +1,389	+18%	+$56.3K	﹤0.01%	1211
2022 Q3	$276K	Buy	7,722 +6	+0.1%	+$224	﹤0.01%	1280
2022 Q2	$271K	Buy	7,716 +5	+0.1%	+$175	﹤0.01%	1292
2022 Q1	$269K	Buy	7,711 +506	+7%	+$18.4K	﹤0.01%	1322
2021 Q4	$261K	Buy	7,205 +1,604	+29%	+$59K	﹤0.01%	1323
2021 Q3	$204K	Sell	5,601 -357	-6%	-$12.5K	﹤0.01%	1337
2021 Q2	$217K	Buy	5,958 +367	+7%	+$14.4K	﹤0.01%	1293
2021 Q1	$216K	Buy	5,591 +6	+0.1%	+$220	﹤0.01%	1216
2020 Q4	$181K	Buy	5,585 +8	+0.1%	+$226	﹤0.01%	1176
2020 Q3	$120K	Buy	5,577 +7	+0.1%	+$182	﹤0.01%	1208
2020 Q2	$154K	Buy	5,570 +4,759	+587%	+$128K	﹤0.01%	1058
2020 Q1	$19K	Sell	811 -18	-2%	-$565	﹤0.01%	1721
2019 Q4	$32K	Buy	829 +45	+6%	+$1.74K	﹤0.01%	1597
2019 Q3	$30K	Buy	784 +5	+0.6%	+$185	﹤0.01%	1595
2019 Q2	$29K	Sell	779 -45	-5%	-$1.69K	﹤0.01%	1591
2019 Q1	$30K	Buy	824 +55	+7%	+$1.98K	﹤0.01%	1562
2018 Q4	$24K	Sell	769 -64	-8%	-$2.16K	﹤0.01%	1531
2018 Q3	$30K	Buy	833 +73	+10%	+$2.77K	﹤0.01%	1503
2018 Q2	$28K	Buy	760 +4	+0.5%	+$143	﹤0.01%	1482
2018 Q1	$27K	Buy	756 +5	+0.7%	+$181	﹤0.01%	1425
2017 Q4	$26K	Buy	751 +4	+0.5%	+$144	﹤0.01%	1421
2017 Q3	$28K	Buy	747 +292	+64%	+$10.3K	﹤0.01%	1354
2017 Q2	$18K	Buy	+455	New	+$18.1K	﹤0.01%	1433
2017 Q1	–	Sell	-200	Closed	-$9K	–	2404
2016 Q4	$9K	Buy	+200	New	+$8.49K	﹤0.01%	1663
2015 Q3	–	Sell	-58	Closed	-$2K	–	1838
2015 Q2	$2K	Hold	58	–	–	﹤0.01%	1280
2015 Q1	$2K	Hold	58	–	–	﹤0.01%	1400
2014 Q4	$2K	Hold	58	–	–	﹤0.01%	1551
2014 Q3	$2K	Hold	58	–	–	﹤0.01%	1214
2014 Q2	$2K	Hold	58	–	–	﹤0.01%	1168
2014 Q1	$2K	Sell	58 -292	-83%	-$8.76K	﹤0.01%	1157
2013 Q4	$11K	Hold	350	–	–	﹤0.01%	907
2013 Q3	$10K	Hold	350	–	–	﹤0.01%	880
2013 Q2	$10K	Buy	+350	New	+$9.02K	﹤0.01%	851

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's UBSI Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its United Bankshares (UBSI) stake by 0.21% in Q1 2026, selling an estimated $707 and leaving 8,095 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Northwestern Mutual Wealth Management first reported a position in UBSI in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.02M in Q2 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Northwestern Mutual Wealth Management held 8,095 shares of United Bankshares worth $335K as of Q1 2026.
Northwestern Mutual Wealth Management sold 17 United Bankshares shares in Q1 2026, an estimated $707.
United Bankshares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1704 holding.
Northwestern Mutual Wealth Management first reported a position in United Bankshares in Q2 2013 and has held it in 46 quarters since.
Northwestern Mutual Wealth Management's United Bankshares position peaked at $2.02M in Q2 2025.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.