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True Wealth Design’s United Bankshares UBSI Stock Holding History

True Wealth Design’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 		$16.8K Buy
366
+184
+101% +$8.05K ﹤0.01% 875
2026
Q1 		$7.54K Buy
182
+156
+600% +$6.49K ﹤0.01% 1069
2025
Q4 		$999 Buy
26
+12
+86% +$447 ﹤0.01% 1703
2025
Q3 		$521 Hold
14
– – ﹤0.01% 1994
2025
Q2 		$511 Buy
14
+12
+600% +$421 ﹤0.01% 1732
2025
Q1 		$70 Buy
+2
New +$73 ﹤0.01% 2307

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

True Wealth Design's UBSI Position: Q2 2026 in Review

True Wealth Design increased its United Bankshares (UBSI) stake by 101% in Q2 2026, buying an estimated $8.05K and bringing the position to 366 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

True Wealth Design first reported a position in UBSI in Q1 2025 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • True Wealth Design held 366 shares of United Bankshares worth $16.8K as of Q2 2026.
  • True Wealth Design bought 184 United Bankshares shares in Q2 2026, an estimated $8.05K.
  • United Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #875 holding.
  • True Wealth Design first reported a position in United Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.