United Advisor Group’s Williams Companies WMB Stock Holding History

United Advisor Group’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,769	Closed	-$492K	–	510
2025 Q3	$492K	Buy	+7,769	New	+$456K	0.07%	269

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

United Advisor Group's WMB Position: Q4 2025 in Review

United Advisor Group sold out of Williams Companies (WMB) in Q4 2025, closing a stake of 7,769 shares — an estimated $492K sold.

United Advisor Group first reported a position in WMB in Q3 2025 and held it in 1 quarter. The position peaked at $492K in Q3 2025. 1,701 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

United Advisor Group reported no remaining Williams Companies position as of Q4 2025 after selling out during the quarter.
United Advisor Group sold 7,769 Williams Companies shares in Q4 2025, an estimated $492K.
United Advisor Group first reported a position in Williams Companies in Q3 2025 and held it in 1 quarter.
United Advisor Group's Williams Companies position peaked at $492K in Q3 2025.
1,701 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.