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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$117 Million 14.29% of portfolio
286,822
Q2 2024 Reduced 4.38%
$3.81T
$38.7 Million 4.72% of portfolio
77,794
Q2 2025 Reduced 2.35%
$850B
$28.9 Million 3.52% of portfolio
99,580
Q2 2025 Reduced 0.86%
$3.38T
$28.2 Million 3.44% of portfolio
137,290
Q2 2025 Reduced 3.69%
$5.04B
$26 Million 3.17% of portfolio
712,976
Q2 2025 Added 0.18%
$28.7B
$18.6 Million 2.26% of portfolio
181,009
Q2 2025 Reduced 3.81%
$280B
$17.3 Million 2.11% of portfolio
249,759
Q2 2025 Reduced 1.87%
$296B
$16.5 Million 2.01% of portfolio
115,071
Q2 2025 Added 2.82%
$45.8B
$15.9 Million 1.94% of portfolio
302,641
Q2 2025 Reduced 1.92%
$211B
$15.7 Million 1.91% of portfolio
115,100
Q2 2025 Reduced 2.41%
$92.6B
$14.7 Million 1.8% of portfolio
64,380
Q2 2025 Reduced 3.03%
$369B
$14.1 Million 1.72% of portfolio
88,579
Q2 2025 Reduced 1.81%
$221B
$13.8 Million 1.68% of portfolio
47,121
Q2 2025 Reduced 3.73%
$26.8B
$13.6 Million 1.65% of portfolio
74,045
Q2 2025 Reduced 1.64%
$82.4B
$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%
$426B
$12.3 Million 1.51% of portfolio
80,839
Q2 2025 Reduced 1.5%
$65.1B
$12.4 Million 1.51% of portfolio
43,855
Q2 2025 Reduced 0.06%
$49.1B
$12.1 Million 1.48% of portfolio
37,016
Q2 2025 Added 2.47%
$69.4B
$12 Million 1.46% of portfolio
99,967
Q2 2025 Reduced 0.95%
$160B
$11.7 Million 1.43% of portfolio
50,378
Q2 2025 Added 7.46%
$99.9B
$10.3 Million 1.25% of portfolio
37,315
Q2 2025 Added 9.76%
$64.1B
$9.44 Million 1.15% of portfolio
89,489
Q2 2025 Added 7.05%
$200B
$9.39 Million 1.15% of portfolio
71,108
Q2 2025 Added 12.38%
$25.1B
$9.37 Million 1.14% of portfolio
56,440
Q2 2025 Added 12.41%
$123B
$9.26 Million 1.13% of portfolio
20,001
Q2 2025 Added 9.58%
$136B
$9.22 Million 1.12% of portfolio
83,185
Q2 2025 Added 9.0%
$25.9B
$9.1 Million 1.11% of portfolio
65,442
Q2 2025 Added 10.16%
$79.2B
$8.99 Million 1.1% of portfolio
36,361
Q2 2025 Added 7.98%
$465B
$6.45 Million 0.79% of portfolio
59,859
Q2 2025 Reduced 8.36%
$133B
$3.77 Million 0.46% of portfolio
4,207
Q1 2025 Reduced 12.17%
$305B
$3.67 Million 0.45% of portfolio
51,876
Q2 2025 Reduced 2.33%
$431B
$3.49 Million 0.43% of portfolio
22,083
Q2 2025 Reduced 1.81%
$2.28T
$2.88 Million 0.35% of portfolio
13,140
Q2 2025 Reduced 14.92%
$1.01T
$2.55 Million 0.31% of portfolio
8,020
Q1 2025 Added 2.57%
$1.62T
$1.97 Million 0.24% of portfolio
2,667
Q2 2025 Reduced 26.87%
$572B
$1.9 Million 0.23% of portfolio
5,365
Q2 2025 Reduced 26.38%
$1.07T
$1.52 Million 0.19% of portfolio
8,643
Q2 2025 Reduced 37.4%
$258B
$1.6 Million 0.19% of portfolio
16,344
Q1 2025 Added 37.99%
$368B
$1.48 Million 0.18% of portfolio
4,032
Q2 2025 Added 2.02%
$724B
$1.38 Million 0.17% of portfolio
1,776
Q2 2025 Reduced 9.2%
$338B
$1.38 Million 0.17% of portfolio
7,436
Q2 2025 Reduced 10.8%
$192B
$1.3 Million 0.16% of portfolio
44,874
Q2 2025 Reduced 3.81%
$54.4B
$1.29 Million 0.16% of portfolio
12,432
Q2 2025 Reduced 0.62%
$172B
$1.24 Million 0.15% of portfolio
28,582
Q2 2025 Reduced 3.05%
$102B
$1.21 Million 0.15% of portfolio
13,150
Q1 2025 Reduced 0.94%
$90.4B
$1.13 Million 0.14% of portfolio
9,545
Q4 2024 Reduced 0.95%
$59.7B
$1.16 Million 0.14% of portfolio
27,000
Q3 2024 Added 2.36%
$1.12T
$1.02 Million 0.12% of portfolio
5,748
Q2 2025 Reduced 14.91%

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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