Wealth Enhancement Advisory Services
UBSI icon

Wealth Enhancement Advisory Services’s United Bankshares UBSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.14M Buy
46,399
+2,555
+6% +$112K ﹤0.01% 1528
2026
Q1 		$1.84M Buy
43,844
+2,887
+7% +$120K ﹤0.01% 1438
2025
Q4 		$1.61M Buy
40,957
+6,300
+18% +$235K ﹤0.01% 1647
2025
Q3 		$1.29M Sell
34,657
-2,332
-6% -$86.9K ﹤0.01% 1712
2025
Q2 		$1.42M Buy
36,989
+13,921
+60% +$489K ﹤0.01% 1538
2025
Q1 		$800K Buy
23,068
+1,110
+5% +$40.7K ﹤0.01% 1729
2024
Q4 		$825K Buy
21,958
+10,377
+90% +$409K ﹤0.01% 1650
2024
Q3 		$430K Sell
11,581
-500
-4% -$18.2K ﹤0.01% 1925
2024
Q2 		$392K Buy
12,081
+858
+8% +$28.4K ﹤0.01% 1804
2024
Q1 		$402K Sell
11,223
-379
-3% -$13.4K ﹤0.01% 1716
2023
Q4 		$436K Buy
11,602
+1,087
+10% +$34.5K ﹤0.01% 1596
2023
Q3 		$290K Buy
+10,515
New +$317K ﹤0.01% 1760

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

Wealth Enhancement Advisory Services's UBSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Bankshares (UBSI) stake by 5.8% in Q2 2026, buying an estimated $112K and bringing the position to 46,399 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Wealth Enhancement Advisory Services first reported a position in UBSI in Q3 2023 and has held it in 12 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 46,399 shares of United Bankshares worth $2.14M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,555 United Bankshares shares in Q2 2026, an estimated $112K.
  • United Bankshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1528 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Bankshares in Q3 2023 and has held it in 12 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.