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Physician Wealth Advisors’s United Bankshares UBSI Stock Holding History

Physician Wealth 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 		$1.28K Hold
28
– – ﹤0.01% 1714
2026
Q1 		$1.16K Hold
28
– – ﹤0.01% 1596
2025
Q4 		$1.08K Buy
28
+14
+100% +$521 ﹤0.01% 1583
2025
Q3 		$521 Hold
14
– – ﹤0.01% 1793
2025
Q2 		$511 Buy
+14
New +$492 ﹤0.01% 1705

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's UBSI Position: Q2 2026 in Review

Physician Wealth Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 28 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Physician Wealth Advisors first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Physician Wealth Advisors held 28 shares of United Bankshares worth $1.28K as of Q2 2026.
  • Physician Wealth Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1714 holding.
  • Physician Wealth Advisors first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.