Wealthcare Advisory Partners’s United Bankshares UBSI Stock Holding History

Wealthcare Advisory Partners’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	$2.63M	Sell	57,348 -551	-1%	-$24.1K	0.05%	300
2026 Q1	$2.4M	Buy	57,899 +67	+0.1%	+$2.79K	0.05%	328
2025 Q4	$2.22M	Sell	57,832 -1,264	-2%	-$47.1K	0.04%	339
2025 Q3	$2.2M	Buy	59,096 +184	+0.3%	+$6.86K	0.05%	319
2025 Q2	$2.15M	Buy	58,912 +11,560	+24%	+$406K	0.05%	313
2025 Q1	$1.64M	Sell	47,352 -9,932	-17%	-$364K	0.04%	329
2024 Q4	$2.15M	Buy	57,284 +58	+0.1%	+$2.28K	0.06%	256
2024 Q3	$2.12M	Buy	57,226 +77	+0.1%	+$2.81K	0.06%	257
2024 Q2	$1.85M	Sell	57,149 -129	-0.2%	-$4.26K	0.06%	250
2024 Q1	$2.05M	Buy	57,278 +1,256	+2%	+$44.4K	0.07%	226
2023 Q4	$2.1M	Buy	56,022 +75	+0.1%	+$2.38K	0.08%	192
2023 Q3	$1.54M	Buy	55,947 +5,068	+10%	+$153K	0.07%	214
2023 Q2	$1.51M	Buy	50,879 +10,051	+25%	+$316K	0.07%	218
2023 Q1	$1.44M	Buy	40,828 +31	+0.1%	+$1.22K	0.06%	231
2022 Q4	$1.65M	Buy	40,797 +7	+0%	+$284	0.08%	189
2022 Q3	$1.46M	Hold	40,790	–	–	0.08%	180
2022 Q2	$1.43M	Buy	40,790 +5,440	+15%	+$191K	0.09%	156
2022 Q1	$1.23M	Hold	35,350	–	–	0.07%	155
2021 Q4	$1.28M	Sell	35,350 -175	-0.5%	-$6.44K	0.08%	163
2021 Q3	$1.29M	Sell	35,525 -120	-0.3%	-$4.2K	0.08%	151
2021 Q2	$1.3M	Buy	35,645 +10,000	+39%	+$393K	0.09%	154
2021 Q1	$989K	Sell	25,645 -1,700	-6%	-$62.3K	0.07%	183
2020 Q4	$886K	Buy	27,345 +7,170	+36%	+$202K	0.08%	166
2020 Q3	$433K	Buy	20,175 +10,000	+98%	+$260K	0.05%	218
2020 Q2	$281K	Hold	10,175	–	–	0.04%	250
2020 Q1	$235K	Buy	10,175 +175	+2%	+$5.5K	0.03%	244
2019 Q4	$387K	Hold	10,000	–	–	0.05%	206
2019 Q3	$379K	Hold	10,000	–	–	0.06%	181
2019 Q2	$371K	Hold	10,000	–	–	0.06%	173
2019 Q1	$362K	Hold	10,000	–	–	0.06%	164
2018 Q4	$311K	Hold	10,000	–	–	0.06%	157
2018 Q3	$364K	Hold	10,000	–	–	0.07%	156
2018 Q2	$364K	Sell	10,000 -101	-1%	-$3.62K	0.07%	150
2018 Q1	$356K	Sell	10,101 -5	-0%	-$181	0.08%	138
2017 Q4	$351K	Buy	10,106 +10,098	+126,225%	+$364K	0.09%	126
2017 Q3	$0	Buy	+8	New	+$282	﹤0.01%	933

Other funds holding UBSI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealthcare Advisory Partners's UBSI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its United Bankshares (UBSI) stake by 0.95% in Q2 2026, selling an estimated $24.1K and leaving 57,348 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #300.

Wealthcare Advisory Partners first reported a position in UBSI in Q3 2017 and has held it in 36 quarters since. 72 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Wealthcare Advisory Partners held 57,348 shares of United Bankshares worth $2.63M as of Q2 2026.
Wealthcare Advisory Partners sold 551 United Bankshares shares in Q2 2026, an estimated $24.1K.
United Bankshares made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #300 holding.
Wealthcare Advisory Partners first reported a position in United Bankshares in Q3 2017 and has held it in 36 quarters since.
72 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.