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United Bankshares shares owned by Waldron

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in United Bankshares

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All positions including United Bankshares held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 83k 37.31
2024-06-30 $2.7M 83k 32.65
2024-03-31 $3.0M 83k 36.00
2023-12-31 $3.1M 83k 37.76
2023-09-30 $2.3M 83k 27.92
2023-06-30 $2.3M 78k 29.86
2023-03-31 $3.0M 84k 35.41
2022-12-31 $2.8M 79k 35.94
2022-09-30 $2.8M 79k 35.94
2022-06-30 $2.8M 80k 35.26
2022-03-31 $2.8M 80k 35.07
2021-12-31 $2.9M 80k 36.47
2021-09-30 $2.9M 80k 36.57
2021-06-30 $2.9M 80k 36.68
2021-03-31 $3.1M 80k 38.89
2020-12-31 $3.0M 93k 32.59
2020-09-30 $2.0M 93k 21.66
2020-06-30 $2.6M 93k 27.85
2020-03-31 $2.2M 96k 23.27
2019-12-31 $2.8M 72k 38.92
2019-09-30 $2.1M 55k 38.20
2019-06-30 $2.0M 55k 37.43
2019-03-31 $2.0M 55k 36.57
2018-12-31 $2.0M 66k 30.66
2018-09-30 $2.2M 61k 36.34
2018-06-30 $2.2M 61k 36.39
2018-03-31 $2.2M 61k 35.23
2017-12-31 $1.9M 56k 34.74
2017-09-30 $2.1M 56k 37.15
2017-06-30 $2.2M 56k 39.20
2017-03-31 $3.3M 79k 42.25
2016-12-31 $3.8M 82k 46.24
2016-09-30 $3.2M 85k 37.66
2016-06-30 $3.2M 84k 37.98
2016-03-31 $3.2M 84k 37.98
2015-12-31 $3.1M 84k 36.98
2015-09-30 $3.2M 84k 37.98
2015-06-30 $3.4M 84k 40.23
2015-03-31 $3.1M 84k 37.58
2014-12-31 $3.4M 90k 37.45
2014-09-30 $2.8M 91k 30.92
2014-06-30 $2.9M 91k 32.33
2014-03-31 $2.8M 91k 30.62
2013-12-31 $2.9M 91k 31.45

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

Top funds holding United Bankshares

BlackRock
BlackRock
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Earnest Partners
Victory Capital Management
Geode Capital Management
ProShare Advisors
Silvercrest Asset Management Group
Charles Schwab Investment Management
Northern Trust
Vaughan Nelson Investment Management
Hanna Zanoni
Bank of New York Mellon

View all funds holding United Bankshares