Uwharrie Capital (UWHR) Long-Term Investments (2012 - 2026)

Uwharrie Capital (UWHR) has reported Long-Term Investments for 14 consecutive years, with $244.1 million the latest figure, recorded in Q2 2026.

• On a quarterly basis, Long-Term Investments rose 6.27% year-over-year to $244.1 million in Q2 2026; TTM through Jun 2026 was $244.1 million, a 6.27% increase from a year earlier, with the FY2025 full-year figure at $243.3 million, up 10.03% from the prior year.
• Long-Term Investments was $244.1 million for Q2 2026 at Uwharrie Capital, down from $252.4 million in the prior quarter.
• Over five years, Long-Term Investments peaked at $252.4 million in Q1 2026 and troughed at $196.3 million in Q4 2022.
• A 5-year average of $219.0 million and a median of $217.9 million in 2024 frame the typical range for Long-Term Investments.
• The widest YoY moves for Long-Term Investments: up 64.3% in 2022, down 6.88% in 2022.
• Over 5 years, Long-Term Investments stood at $196.3 million in 2022, then grew by 7.02% to $210.1 million in 2023, then grew by 5.23% to $221.1 million in 2024, then climbed by 10.03% to $243.3 million in 2025, then gained by 0.32% to $244.1 million in 2026.
• The last three Long-Term Investments figures came in at $244.1 million (Q2 2026), $252.4 million (Q1 2026), and $243.3 million (Q4 2025), per Business Quant data.