McKinley Carter Wealth Services »

United Bankshares shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in United Bankshares by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $837k 23k 35.79
2023-12-31 $1.3M 35k 37.55
2023-09-30 $950k 34k 27.59
2023-06-30 $1.0M 34k 29.67
2023-03-31 $1.2M 34k 35.20
2022-12-31 $1.4M 34k 40.49
2022-09-30 $1.2M 34k 35.75
2022-06-30 $1.2M 34k 35.06
2022-03-31 $1.2M 34k 34.88
2021-12-31 $1.2M 34k 36.27
2021-09-30 $1.2M 34k 36.39
2021-06-30 $1.2M 33k 36.50
2021-03-31 $1.3M 33k 38.59
2020-12-31 $684k 21k 32.38
2020-09-30 $460k 21k 21.45
2020-06-30 $592k 21k 27.68
2020-03-31 $493k 21k 23.10
2019-12-31 $792k 21k 38.68
2019-09-30 $772k 20k 37.85
2019-06-30 $757k 20k 37.10
2019-03-31 $766k 21k 36.24
2018-12-31 $1.9M 60k 31.10
2018-09-30 $2.1M 58k 36.35
2018-06-30 $2.1M 58k 36.41
2018-03-31 $2.1M 58k 35.26
2017-12-31 $2.0M 59k 34.75
2017-09-30 $680k 18k 37.16
2017-06-30 $644k 16k 39.22
2017-03-31 $761k 18k 42.26
2016-12-31 $809k 18k 46.24
2016-09-30 $667k 18k 37.66
2016-06-30 $663k 18k 37.51
2016-03-31 $638k 17k 36.71
2015-12-31 $718k 19k 36.98
2015-09-30 $739k 20k 37.99
2015-06-30 $4.5M 113k 40.23
2015-03-31 $731k 20k 37.55
2014-12-31 $415k 11k 37.41
2014-09-30 $345k 11k 30.96
2014-06-30 $371k 12k 32.33
2014-03-31 $341k 11k 30.60
2013-12-31 $4.6M 146k 31.45
2013-09-30 $1.9M 64k 28.98
2013-06-30 $288k 11k 26.47
2013-03-31 $346k 13k 26.64
2012-12-31 $1.4M 58k 24.34
2012-09-30 $381k 15k 24.89
2012-06-30 $1.5M 59k 24.94
2012-03-31 $1.1M 38k 28.85
2011-12-31 $2.3M 83k 28.27
2011-09-30 $1.7M 86k 20.09
2011-06-30 $2.1M 85k 24.48
2011-03-31 $2.6M 99k 26.52
2010-12-31 $2.9M 99k 29.19

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding United Bankshares

Vanguard Group
Dimensional Fund Advisors
Earnest Partners
Victory Capital Management
Bank of New York Mellon
Charles Schwab Investment Management
Fisher Investments
Vaughan Nelson Investment Management
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
United Bank
New York State Common Retirement Fund
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding United Bankshares