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Steward Partners Investment Advisory’s United States Natural Gas Fund UNG Stock Holding History

Steward Partners Investment Advisory’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 		$181K Buy
15,396
+13,332
+646% +$165K ﹤0.01% 2076
2025
Q4 		$25.3K Buy
+2,064
New +$27.8K ﹤0.01% 3043
2025
Q3 		– Sell
-250
Closed -$3.82K – 4397
2025
Q2 		$3.82K Hold
250
– – ﹤0.01% 3564
2025
Q1 		$5.4K Hold
250
– – ﹤0.01% 3354
2024
Q4 		$4.2K Sell
250
-250
-50% -$3.58K ﹤0.01% 3420
2024
Q3 		$8.16K Buy
+500
New +$7.25K ﹤0.01% 3025
2024
Q2 		– Sell
-312
Closed -$4.55K – 3725
2024
Q1 		$4.55K Sell
312
-263
-46% -$4.79K ﹤0.01% 3075
2023
Q4 		$11.7K Hold
575
– – ﹤0.01% 2640
2023
Q3 		$15.7K Hold
575
– – ﹤0.01% 2423
2023
Q2 		$17.1K Sell
575
-250
-30% -$6.77K ﹤0.01% 2363
2023
Q1 		$22.9K Buy
825
+250
+43% +$9.08K ﹤0.01% 2189
2022
Q4 		$32.4K Sell
575
-375
-39% -$29.8K ﹤0.01% 2008
2022
Q3 		$89K Buy
+950
New +$104K ﹤0.01% 1548
2018
Q4 		– Sell
-8
Closed -$1K – 2088
2018
Q3 		$1K Hold
8
– – ﹤0.01% 2537
2018
Q2 		$1K Hold
8
– – ﹤0.01% 2400
2018
Q1 		$0 Hold
8
– – ﹤0.01% 2342
2017
Q4 		$0 Buy
+8
New +$773 ﹤0.01% 1953

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

Steward Partners Investment Advisory's UNG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its United States Natural Gas Fund (UNG) stake by 646% in Q1 2026, buying an estimated $165K and bringing the position to 15,396 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Steward Partners Investment Advisory first reported a position in UNG in Q4 2017 and has held it in 17 quarters since. 96 funds tracked by Wall St. Rank hold UNG as of Q1 2026.

  • Steward Partners Investment Advisory held 15,396 shares of United States Natural Gas Fund worth $181K as of Q1 2026.
  • Steward Partners Investment Advisory bought 13,332 United States Natural Gas Fund shares in Q1 2026, an estimated $165K.
  • United States Natural Gas Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2076 holding.
  • Steward Partners Investment Advisory first reported a position in United States Natural Gas Fund in Q4 2017 and has held it in 17 quarters since.
  • 96 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.