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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
Q2 		$703K Hold
60,000
– – 0.47% 23
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 $1.15T AUM 47.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AmeriServ Wealth Advisors's UNG Position: Q2 2026 in Review

AmeriServ Wealth Advisors held its United States Natural Gas Fund (UNG) position steady in Q2 2026 at 60,000 shares worth $703K. The position accounts for 0.47% of the portfolio, ranked #23.

AmeriServ Wealth Advisors first reported a position in UNG in Q3 2023 and has held it in 5 quarters since. The position peaked at $784K in Q3 2025. 90 funds tracked by Wall St. Rank hold UNG as of Q2 2026.

  • AmeriServ Wealth Advisors held 60,000 shares of United States Natural Gas Fund worth $703K as of Q2 2026.
  • AmeriServ Wealth Advisors left its United States Natural Gas Fund share count unchanged in Q2 2026.
  • United States Natural Gas Fund made up 0.47% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • AmeriServ Wealth Advisors first reported a position in United States Natural Gas Fund in Q3 2023 and has held it in 5 quarters since.
  • AmeriServ Wealth Advisors's United States Natural Gas Fund position peaked at $784K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.