Shelton Capital Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $209K | Sell |
4,559
-285
| -6% | -$12.5K | ﹤0.01% | 700 |
|
|
2026
Q1 | $201K | Buy |
+4,844
| New | +$201K | ﹤0.01% | 687 |
|
|
2024
Q4 | – | Sell |
-5,484
| Closed | -$203K | – | 783 |
|
|
2024
Q3 | $203K | Buy |
+5,484
| New | +$200K | 0.01% | 714 |
|
|
2024
Q2 | – | Sell |
-5,908
| Closed | -$211K | – | 765 |
|
|
2024
Q1 | $211K | Hold |
5,908
| – | – | 0.01% | 698 |
|
|
2023
Q4 | $222K | Buy |
+5,908
| New | +$188K | 0.01% | 644 |
|
|
2023
Q2 | – | Sell |
-6,634
| Closed | -$234K | – | 765 |
|
|
2023
Q1 | $234K | Hold |
6,634
| – | – | 0.01% | 601 |
|
|
2022
Q4 | $269K | Hold |
6,634
| – | – | 0.03% | 493 |
|
|
2022
Q3 | $237K | Hold |
6,634
| – | – | 0.01% | 553 |
|
|
2022
Q2 | $233K | Hold |
6,634
| – | – | 0.01% | 604 |
|
|
2022
Q1 | $231K | Hold |
6,634
| – | – | 0.01% | 703 |
|
|
2021
Q4 | $241K | Hold |
6,634
| – | – | 0.01% | 686 |
|
|
2021
Q3 | $241K | Hold |
6,634
| – | – | 0.01% | 669 |
|
|
2021
Q2 | $242K | Buy |
6,634
+517
| +8% | +$20.3K | 0.01% | 680 |
|
|
2021
Q1 | $236K | Buy |
+6,117
| New | +$224K | 0.01% | 671 |
|
|
2020
Q1 | – | Sell |
-6,421
| Closed | -$248K | – | 823 |
|
|
2019
Q4 | $248K | Sell |
6,421
-506
| -7% | -$19.5K | 0.01% | 633 |
|
|
2019
Q3 | $262K | Hold |
6,927
| – | – | 0.02% | 597 |
|
|
2019
Q2 | $257K | Buy |
6,927
+6,658
| +2,475% | +$250K | 0.01% | 628 |
|
|
2019
Q1 | $7.42K | Sell |
269
-7,153
| -96% | -$258K | 0.03% | 481 |
|
|
2018
Q4 | $231K | Hold |
7,422
| – | – | 0.02% | 620 |
|
|
2018
Q3 | $270K | Hold |
7,422
| – | – | 0.02% | 673 |
|
|
2018
Q2 | $270K | Hold |
7,422
| – | – | 0.02% | 634 |
|
|
2018
Q1 | $262K | Sell |
7,422
-660
| -8% | -$23.9K | 0.02% | 627 |
|
|
2017
Q4 | $281K | Hold |
8,082
| – | – | 0.02% | 611 |
|
|
2017
Q3 | $300K | Hold |
8,082
| – | – | 0.02% | 563 |
|
|
2017
Q2 | $317K | Buy |
8,082
+682
| +9% | +$27.1K | 0.02% | 539 |
|
|
2017
Q1 | $313K | Buy |
7,400
+1,970
| +36% | +$86.8K | 0.02% | 553 |
|
|
2016
Q4 | $251K | Hold |
5,430
| – | – | 0.02% | 714 |
|
|
2016
Q3 | $205K | Hold |
5,430
| – | – | 0.02% | 740 |
|
|
2016
Q2 | $204K | Buy |
+5,430
| New | +$205K | 0.02% | 712 |
|
Other funds holding UBSI
Shelton Capital Management's UBSI Position: Q2 2026 in Review
Shelton Capital Management reduced its United Bankshares (UBSI) stake by 5.9% in Q2 2026, selling an estimated $12.5K and leaving 4,559 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #700.
Shelton Capital Management first reported a position in UBSI in Q2 2016 and has held it in 29 quarters since. The position peaked at $317K in Q2 2017. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Shelton Capital Management held 4,559 shares of United Bankshares worth $209K as of Q2 2026.
- Shelton Capital Management sold 285 United Bankshares shares in Q2 2026, an estimated $12.5K.
- United Bankshares made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #700 holding.
- Shelton Capital Management first reported a position in United Bankshares in Q2 2016 and has held it in 29 quarters since.
- Shelton Capital Management's United Bankshares position peaked at $317K in Q2 2017.
- 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.