Allworth Financial’s CVR Partners UAN Stock Holding History

Allworth Financial’s Portfolio UAN Stock Details UAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.96K	Buy	53 +1	+2%	+$123	﹤0.01%	4022
2026 Q1	$6.63K	Hold	52	–	–	﹤0.01%	3780
2025 Q4	$5.35K	Buy	52 +1	+2%	+$95	﹤0.01%	3661
2025 Q3	$4.58K	Buy	51 +36	+240%	+$3.25K	﹤0.01%	3605
2025 Q2	$1.33K	Buy	+15	New	+$1.21K	﹤0.01%	3871
2023 Q3	–	Sell	-5	Closed	-$404	–	3549
2023 Q2	$404	Buy	+5	New	+$438	﹤0.01%	2935
2020 Q2	–	Sell	-22	Closed	–	–	1376
2020 Q1	$0	Hold	22	–	–	﹤0.01%	1334
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1016
2019 Q3	$1K	Buy	22 +1	+5%	+$37	﹤0.01%	922
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	910
2019 Q1	$1K	Buy	+21	New	+$799	﹤0.01%	927

Other funds holding UAN

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's UAN Position: Q2 2026 in Review

Allworth Financial increased its CVR Partners (UAN) stake by 1.9% in Q2 2026, buying an estimated $123 and bringing the position to 53 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

Allworth Financial first reported a position in UAN in Q1 2019 and has held it in 11 quarters since. The position peaked at $6.63K in Q1 2026. 68 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

Allworth Financial held 53 shares of CVR Partners worth $5.96K as of Q2 2026.
Allworth Financial bought 1 CVR Partners share in Q2 2026, an estimated $123.
CVR Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4022 holding.
Allworth Financial first reported a position in CVR Partners in Q1 2019 and has held it in 11 quarters since.
Allworth Financial's CVR Partners position peaked at $6.63K in Q1 2026.
68 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.