Waldron Private Wealth’s United Bankshares UBSI Stock Holding History

Waldron Private Wealth’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	$3.33M	Hold	72,399	–	–	0.12%	74
2026 Q1	$3.01M	Hold	72,399	–	–	0.12%	77
2025 Q4	$2.79M	Sell	72,399 -4,942	-6%	-$184K	0.11%	76
2025 Q3	$2.89M	Hold	77,341	–	–	0.12%	77
2025 Q2	$2.83M	Hold	77,341	–	–	0.12%	75
2025 Q1	$2.7M	Sell	77,341 -553	-0.7%	-$20.3K	0.13%	77
2024 Q4	$2.94M	Sell	77,894 -5,520	-7%	-$217K	0.12%	90
2024 Q3	$3.11M	Buy	83,414 +108	+0.1%	+$3.94K	0.13%	84
2024 Q2	$2.72M	Hold	83,306	–	–	0.12%	86
2024 Q1	$3M	Buy	83,306 +46	+0.1%	+$1.63K	0.14%	82
2023 Q4	$3.14M	Hold	83,260	–	–	0.15%	79
2023 Q3	$2.33M	Buy	83,260 +5,403	+7%	+$163K	0.12%	93
2023 Q2	$2.33M	Sell	77,857 -5,716	-7%	-$180K	0.12%	90
2023 Q1	$2.96M	Buy	83,573 +4,469	+6%	+$175K	0.14%	87
2022 Q4	$2.84M	Hold	79,104	–	–	0.18%	83
2022 Q3	$2.84M	Sell	79,104 -1,148	-1%	-$42.8K	0.18%	83
2022 Q2	$2.83M	Sell	80,252 -75	-0.1%	-$2.63K	0.16%	89
2022 Q1	$2.82M	Buy	80,327 +75	+0.1%	+$2.73K	0.14%	94
2021 Q4	$2.93M	Sell	80,252 -87	-0.1%	-$3.2K	0.14%	93
2021 Q3	$2.94M	Buy	80,339 +87	+0.1%	+$3.04K	0.17%	79
2021 Q2	$2.94M	Hold	80,252	–	–	0.19%	72
2021 Q1	$3.12M	Sell	80,252 -13,120	-14%	-$481K	0.22%	65
2020 Q4	$3.04M	Buy	93,372 +38	+0%	+$1.07K	0.23%	64
2020 Q3	$2.02M	Buy	93,334 +38	+0%	+$989	0.17%	75
2020 Q2	$2.6M	Sell	93,296 -2,866	-3%	-$77K	0.23%	61
2020 Q1	$2.24M	Buy	96,162 +24,407	+34%	+$766K	0.24%	68
2019 Q4	$2.79M	Buy	71,755 +17,119	+31%	+$660K	0.25%	60
2019 Q3	$2.09M	Hold	54,636	–	–	0.21%	68
2019 Q2	$2.04M	Hold	54,636	–	–	0.22%	54
2019 Q1	$2M	Sell	54,636 -53,177	-49%	-$1.92M	0.23%	53
2018 Q4	$3.32M	Buy	107,813 +5,373	+5%	+$181K	0.48%	34
2018 Q3	$3.72M	Hold	102,440	–	–	0.73%	18
2018 Q2	$3.73M	Sell	102,440 -96	-0.1%	-$3.44K	0.81%	18
2018 Q1	$3.61M	Buy	102,536 +5,544	+6%	+$201K	0.81%	19
2017 Q4	$3.37M	Hold	96,992	–	–	0.79%	17
2017 Q3	$3.6M	Hold	96,992	–	–	1.01%	13
2017 Q2	$3.8M	Sell	96,992 -22,867	-19%	-$908K	1.21%	11
2017 Q1	$5.06M	Sell	119,859 -3,232	-3%	-$142K	1.27%	12
2016 Q4	$5.69M	Sell	123,091 -2,765	-2%	-$117K	1.96%	10
2016 Q3	$4.74M	Sell	125,856 -230	-0.2%	-$8.8K	1.72%	8
2016 Q2	$4.73M	Buy	126,086 +230	+0.2%	+$8.68K	1.74%	8
2016 Q1	$4.62M	Hold	125,856	–	–	1.74%	8
2015 Q4	$4.65M	Hold	125,856	–	–	1.73%	10
2015 Q3	$4.78M	Hold	125,856	–	–	2.06%	8
2015 Q2	$5.06M	Hold	125,856	–	–	2%	10
2015 Q1	$4.73M	Sell	125,856 -6,594	-5%	-$241K	1.92%	10
2014 Q4	$4.96M	Sell	132,450 -277	-0.2%	-$9.52K	2.06%	8
2014 Q3	$4.1M	Hold	132,727	–	–	1.95%	9
2014 Q2	$4.29M	Hold	132,727	–	–	1.98%	8
2014 Q1	$4.06M	Sell	132,727 -214	-0.2%	-$6.42K	1.98%	8
2013 Q4	$4.18M	Buy	+132,941	New	+$4.07M	1.91%	8

Other funds holding UBSI

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waldron Private Wealth's UBSI Position: Q2 2026 in Review

Waldron Private Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 72,399 shares worth $3.33M. The position accounts for 0.12% of the portfolio, ranked #74.

Waldron Private Wealth first reported a position in UBSI in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.69M in Q4 2016. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Waldron Private Wealth held 72,399 shares of United Bankshares worth $3.33M as of Q2 2026.
Waldron Private Wealth left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.12% of Waldron Private Wealth's portfolio in Q2 2026, its #74 holding.
Waldron Private Wealth first reported a position in United Bankshares in Q4 2013 and has held it in 51 quarters since.
Waldron Private Wealth's United Bankshares position peaked at $5.69M in Q4 2016.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.