RWM
UBSI icon

Ritholtz Wealth Management’s United Bankshares UBSI Stock Holding History

Ritholtz 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
Q2 		$455K Buy
9,918
+52
+0.5% +$2.27K 0.01% 891
2026
Q1 		$409K Buy
9,866
+650
+7% +$27K 0.01% 861
2025
Q4 		$354K Buy
9,216
+237
+3% +$8.83K 0.01% 833
2025
Q3 		$334K Buy
8,979
+2,355
+36% +$87.8K 0.01% 804
2025
Q2 		$241K Buy
6,624
+754
+13% +$26.5K 0.01% 865
2025
Q1 		$204K Sell
5,870
-3,207
-35% -$117K 0.01% 864
2024
Q4 		$341K Sell
9,077
-2,905
-24% -$114K 0.01% 669
2024
Q3 		$445K Buy
+11,982
New +$437K 0.01% 592

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

Ritholtz Wealth Management's UBSI Position: Q2 2026 in Review

Ritholtz Wealth Management increased its United Bankshares (UBSI) stake by 0.53% in Q2 2026, buying an estimated $2.27K and bringing the position to 9,918 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #891.

Ritholtz Wealth Management first reported a position in UBSI in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Ritholtz Wealth Management held 9,918 shares of United Bankshares worth $455K as of Q2 2026.
  • Ritholtz Wealth Management bought 52 United Bankshares shares in Q2 2026, an estimated $2.27K.
  • United Bankshares made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #891 holding.
  • Ritholtz Wealth Management first reported a position in United Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.