UBV
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United Bank (Virginia)’s Morgan Stanley MS Stock Holding History

United Bank (Virginia)’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$615K Sell
3,736
-764
-17% -$132K 0.08% 88
2025
Q4 		$799K Hold
4,500
– – 0.11% 77
2025
Q3 		$715K Hold
4,500
– – 0.09% 79
2025
Q2 		$634K Hold
4,500
– – 0.08% 85
2025
Q1 		$525K Buy
4,500
+2,500
+125% +$322K 0.07% 97
2024
Q4 		$251K Hold
2,000
– – 0.03% 118
2024
Q3 		$208K Buy
+2,000
New +$201K 0.02% 131
2024
Q2 		– Sell
-2,242
Closed -$211K – 148
2024
Q1 		$211K Hold
2,242
– – 0.03% 136
2023
Q4 		$209K Buy
+2,242
New +$179K 0.03% 138
2023
Q2 		– Sell
-3,746
Closed -$329K – 162
2023
Q1 		$329K Buy
3,746
+242
+7% +$22.6K 0.04% 117
2022
Q4 		$298K Buy
3,504
+100
+3% +$8.52K 0.04% 120
2022
Q3 		$269K Buy
+3,404
New +$287K 0.04% 129

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VCM
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return