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SHP Wealth Management’s United Bankshares UBSI Stock Holding History

SHP 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 		$43.1K Sell
1,041
-898
-46% -$37.3K ﹤0.01% 530
2025
Q4 		$74.4K Buy
+1,939
New +$72.2K 0.01% 402

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 $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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SHP Wealth Management's UBSI Position: Q1 2026 in Review

SHP Wealth Management reduced its United Bankshares (UBSI) stake by 46% in Q1 2026, selling an estimated $37.3K and leaving 1,041 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

SHP Wealth Management first reported a position in UBSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.4K in Q4 2025. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • SHP Wealth Management held 1,041 shares of United Bankshares worth $43.1K as of Q1 2026.
  • SHP Wealth Management sold 898 United Bankshares shares in Q1 2026, an estimated $37.3K.
  • United Bankshares made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #530 holding.
  • SHP Wealth Management first reported a position in United Bankshares in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's United Bankshares position peaked at $74.4K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.