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Shell Asset Management’s United Bankshares UBSI Stock Holding History

Shell Asset 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
2025
Q3 		$29K Sell
792
-1,390
-64% -$51.8K ﹤0.01% 987
2025
Q2 		$79K Sell
2,182
-241
-10% -$8.46K ﹤0.01% 1056
2025
Q1 		$84K Sell
2,423
-105
-4% -$3.85K ﹤0.01% 1055
2024
Q4 		$95K Hold
2,528
– – ﹤0.01% 1057
2024
Q3 		$94K Buy
+2,528
New +$92.3K ﹤0.01% 1061
2024
Q1 		$87K Sell
2,676
-293
-10% -$10.4K ﹤0.01% 1059
2023
Q4 		$111K Sell
2,969
-890
-23% -$28.3K 0.01% 1034
2023
Q3 		$106K Sell
3,859
-61
-2% -$1.84K ﹤0.01% 1077
2023
Q2 		$116K Sell
3,920
-22
-0.6% -$693 ﹤0.01% 1089
2023
Q1 		$139K Sell
3,942
-14
-0.4% -$549 0.01% 1033
2022
Q4 		$160K Sell
3,956
-803
-17% -$32.5K 0.01% 1031
2022
Q3 		$170K Sell
4,759
-1,247
-21% -$46.5K 0.01% 1065
2022
Q2 		$211K Buy
6,006
+10
+0.2% +$351 0.01% 1102
2022
Q1 		$209K Sell
5,996
-888
-13% -$32.3K ﹤0.01% 1155
2021
Q4 		$250K Buy
6,884
+35
+0.5% +$1.29K 0.01% 1147
2021
Q3 		$249K Sell
6,849
-300
-4% -$10.5K 0.01% 1137
2021
Q2 		$261K Sell
7,149
-7,512
-51% -$295K 0.01% 1165
2021
Q1 		$566K Sell
14,661
-80
-0.5% -$2.93K 0.01% 800
2020
Q4 		$478K Hold
14,741
– – 0.01% 822
2020
Q3 		$316K Hold
14,741
– – 0.01% 888
2020
Q2 		$408K Sell
14,741
-144
-1% -$3.87K 0.01% 753
2020
Q1 		$344K Sell
14,885
-227
-2% -$7.13K 0.01% 822
2019
Q4 		$584K Sell
15,112
-407
-3% -$15.7K 0.01% 810
2019
Q3 		$588K Sell
15,519
-133
-0.8% -$4.93K 0.01% 814
2019
Q2 		$581K Sell
15,652
-358
-2% -$13.4K 0.01% 845
2019
Q1 		$580K Buy
+16,010
New +$577K 0.01% 843

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shell Asset Management's UBSI Position: Q3 2025 in Review

Shell Asset Management reduced its United Bankshares (UBSI) stake by 64% in Q3 2025, selling an estimated $51.8K and leaving 792 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Shell Asset Management first reported a position in UBSI in Q1 2019 and has held it in 26 quarters since. The position peaked at $588K in Q3 2019. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Shell Asset Management held 792 shares of United Bankshares worth $29K as of Q3 2025.
  • Shell Asset Management sold 1,390 United Bankshares shares in Q3 2025, an estimated $51.8K.
  • United Bankshares made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #987 holding.
  • Shell Asset Management first reported a position in United Bankshares in Q1 2019 and has held it in 26 quarters since.
  • Shell Asset Management's United Bankshares position peaked at $588K in Q3 2019.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.