United Bank Portfolio Holdings

United Bank

  • $820 Million
  • Q2 2025

United Bank has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $820 Million distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $117M, Ishares Inc Msci Emerging Mkts with a value of $47.2M, Ishares Core S&P Sm Cap ETF with a value of $43.5M, Microsoft Corp with a value of $38.7M, and Ishares Core U.S. Aggregate Bo with a value of $31.1M.

Examining the 13F form we can see an increase of $45.3M in the current position value, from $775M to 820M.

United Bank is based out at Vienna, VA

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $820 Million
Industrials: $205 Million
ETFs: $202 Million
Technology: $124 Million
Financial Services: $82.1 Million
Healthcare: $56.5 Million
Consumer Defensive: $39.5 Million
Energy: $34.9 Million
Consumer Cyclical: $22.1 Million
Other: $53.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.2B
$117 Million 14.29% of portfolio
286,822
Q2 2024 Reduced 4.38%
$0
$47.2 Million 5.76% of portfolio
747,969
Q2 2025 Reduced 0.57%
$0
$43.5 Million 5.31% of portfolio
398,159
Q2 2025 Added 0.68%
$3.95T
$38.7 Million 4.72% of portfolio
77,794
Q2 2025 Reduced 2.35%
$0
$31.1 Million 3.8% of portfolio
313,812
Q2 2025 Added 0.28%
$859B
$28.9 Million 3.52% of portfolio
99,580
Q2 2025 Reduced 0.86%
$3.69T
$28.2 Million 3.44% of portfolio
137,290
Q2 2025 Reduced 3.69%
$4.98B
$26 Million 3.17% of portfolio
712,976
Q2 2025 Added 0.18%
$26.8B
$18.6 Million 2.26% of portfolio
181,009
Q2 2025 Reduced 3.81%
$293B
$17.3 Million 2.11% of portfolio
249,759
Q2 2025 Reduced 1.87%
$302B
$16.5 Million 2.01% of portfolio
115,071
Q2 2025 Added 2.82%
$55.6B
$15.9 Million 1.94% of portfolio
302,641
Q2 2025 Reduced 1.92%
$229B
$15.7 Million 1.91% of portfolio
115,100
Q2 2025 Reduced 2.41%
$95.6B
$14.7 Million 1.8% of portfolio
64,380
Q2 2025 Reduced 3.03%
$368B
$14.1 Million 1.72% of portfolio
88,579
Q2 2025 Reduced 1.81%
$222B
$13.8 Million 1.68% of portfolio
47,121
Q2 2025 Reduced 3.73%
$86.2B
$13.3 Million 1.63% of portfolio
45,770
Q2 2025 Reduced 1.28%
$177B
$13.2 Million 1.61% of portfolio
67,873
Q2 2025 Reduced 0.92%
$0
$13 Million 1.58% of portfolio
117,779
Q2 2025 Reduced 0.86%
$152B
$12.9 Million 1.57% of portfolio
46,129
Q2 2025 Reduced 1.44%
$452B
$12.3 Million 1.51% of portfolio
80,839
Q2 2025 Reduced 1.5%
$64.2B
$12.4 Million 1.51% of portfolio
43,855
Q2 2025 Reduced 0.06%
$56.3B
$12.1 Million 1.48% of portfolio
37,016
Q2 2025 Added 2.47%
$69.2B
$12 Million 1.46% of portfolio
99,967
Q2 2025 Reduced 0.95%
$146B
$11.7 Million 1.43% of portfolio
50,378
Q2 2025 Added 7.46%
$99.2B
$10.3 Million 1.25% of portfolio
37,315
Q2 2025 Added 9.76%
$65.4B
$9.44 Million 1.15% of portfolio
89,489
Q2 2025 Added 7.05%
$202B
$9.39 Million 1.15% of portfolio
71,108
Q2 2025 Added 12.38%
$25.9B
$9.37 Million 1.14% of portfolio
56,440
Q2 2025 Added 12.41%
$113B
$9.26 Million 1.13% of portfolio
20,001
Q2 2025 Added 9.58%
$150B
$9.22 Million 1.12% of portfolio
83,185
Q2 2025 Added 9.0%
$25.8B
$9.1 Million 1.11% of portfolio
65,442
Q2 2025 Added 10.16%
$80B
$8.99 Million 1.1% of portfolio
36,361
Q2 2025 Added 7.98%
$0
$8.42 Million 1.03% of portfolio
30,104
Q2 2025 Reduced 2.49%
$0
$7.05 Million 0.86% of portfolio
79,124
Q2 2025 Added 0.18%
$442B
$6.45 Million 0.79% of portfolio
59,859
Q2 2025 Reduced 8.36%
$0
$5.8 Million 0.71% of portfolio
52,542
Q2 2025 Added 0.4%
$0
$5.33 Million 0.65% of portfolio
8,628
Q2 2025 Reduced 1.92%
$0
$5.37 Million 0.65% of portfolio
22,656
Q2 2025 Added 2.01%
$0
$4.86 Million 0.59% of portfolio
16,000
Q1 2024 Reduced 10.11%
$0
$4.25 Million 0.52% of portfolio
80,537
Q2 2025 Added 7.08%
$0
$4.03 Million 0.49% of portfolio
9,188
Q2 2025 Reduced 12.29%
$133B
$3.77 Million 0.46% of portfolio
4,207
Q1 2025 Reduced 12.17%
$306B
$3.67 Million 0.45% of portfolio
51,876
Q2 2025 Reduced 2.33%
$456B
$3.49 Million 0.43% of portfolio
22,083
Q2 2025 Reduced 1.81%
$0
$2.91 Million 0.35% of portfolio
16,446
Q2 2025 Reduced 10.88%
$2.26T
$2.88 Million 0.35% of portfolio
13,140
Q2 2025 Reduced 14.92%
$0
$2.65 Million 0.32% of portfolio
29,091
Q1 2025 Added 0.69%
$1.08T
$2.55 Million 0.31% of portfolio
8,020
Q1 2025 Added 2.57%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $820 Million
  • Prior Value $775 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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