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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
Q2 		$34K Sell
741
-300
-29% -$13.1K ﹤0.01% 639
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its United Bankshares (UBSI) stake by 29% in Q2 2026, selling an estimated $13.1K and leaving 741 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

SHP Wealth Management first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.4K in Q4 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • SHP Wealth Management held 741 shares of United Bankshares worth $34K as of Q2 2026.
  • SHP Wealth Management sold 300 United Bankshares shares in Q2 2026, an estimated $13.1K.
  • United Bankshares made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #639 holding.
  • SHP Wealth Management first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's United Bankshares position peaked at $74.4K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.