Carson Wealth (CWM LLC)
UAN icon

Carson Wealth (CWM LLC)’s CVR Partners UAN Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-32
Closed -$3K – 5558
2025
Q2 		$3K Hold
32
– – ﹤0.01% 4818
2025
Q1 		$2K Buy
+32
New +$2.5K ﹤0.01% 4823
2017
Q1 		– Sell
-200
Closed -$12K – 1320
2016
Q4 		$12K Hold
200
– – ﹤0.01% 700
2016
Q3 		$11K Hold
200
– – ﹤0.01% 682
2016
Q2 		$16K Buy
+200
New +$16.5K ﹤0.01% 494

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UAN Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of CVR Partners (UAN) in Q3 2025, closing a stake of 32 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in UAN in Q2 2016 and held it in 5 quarters. The position peaked at $16K in Q2 2016. 68 funds tracked by Wall St. Rank hold UAN as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining CVR Partners position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 32 CVR Partners shares in Q3 2025, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in CVR Partners in Q2 2016 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s CVR Partners position peaked at $16K in Q2 2016.
  • 68 funds tracked by Wall St. Rank held CVR Partners as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.