AWA
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AmeriServ Wealth Advisors’s United States Natural Gas Fund UNG Stock Holding History

AmeriServ Wealth Advisors’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$704K Hold
60,000
– – 0.45% 26
2025
Q4 		$736K Hold
60,000
– – 0.43% 28
2025
Q3 		$784K Buy
+60,000
New +$804K 0.4% 28
2023
Q3 		$273K Buy
+10,000
New +$280K 0.5% 35

Other funds holding UNG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AmeriServ Wealth Advisors's UNG Position: Q1 2026 in Review

AmeriServ Wealth Advisors held its United States Natural Gas Fund (UNG) position steady in Q1 2026 at 60,000 shares worth $704K. The position accounts for 0.45% of the portfolio, ranked #26.

AmeriServ Wealth Advisors first reported a position in UNG in Q3 2023 and has held it in 4 quarters since. The position peaked at $784K in Q3 2025. 96 funds tracked by Wall St. Rank hold UNG as of Q1 2026.

  • AmeriServ Wealth Advisors held 60,000 shares of United States Natural Gas Fund worth $704K as of Q1 2026.
  • AmeriServ Wealth Advisors left its United States Natural Gas Fund share count unchanged in Q1 2026.
  • United States Natural Gas Fund made up 0.45% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • AmeriServ Wealth Advisors first reported a position in United States Natural Gas Fund in Q3 2023 and has held it in 4 quarters since.
  • AmeriServ Wealth Advisors's United States Natural Gas Fund position peaked at $784K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.