Creative Planning’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $221K | Sell |
1,984
-17
| -0.8% | -$2.08K | ﹤0.01% | 3811 |
|
|
2026
Q1 | $254K | Hold |
2,001
| – | – | ﹤0.01% | 3554 |
|
|
2025
Q4 | $205K | Buy |
+2,001
| New | +$190K | ﹤0.01% | 3531 |
|
|
2025
Q1 | – | Sell |
-4,240
| Closed | -$322K | – | 3726 |
|
|
2024
Q4 | $322K | Hold |
4,240
| – | – | ﹤0.01% | 2598 |
|
|
2024
Q3 | $285K | Buy |
4,240
+18
| +0.4% | +$1.31K | ﹤0.01% | 2559 |
|
|
2024
Q2 | $319K | Sell |
4,222
-328
| -7% | -$26.1K | ﹤0.01% | 2294 |
|
|
2024
Q1 | $358K | Sell |
4,550
-705
| -13% | -$49.3K | ﹤0.01% | 2102 |
|
|
2023
Q4 | $344K | Sell |
5,255
-103
| -2% | -$7.7K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $443K | Buy |
+5,358
| New | +$444K | ﹤0.01% | 1642 |
|
|
2020
Q4 | – | Sell |
-1,208
| Closed | -$10K | – | 2467 |
|
|
2020
Q3 | $10K | Buy |
1,208
+166
| +16% | +$1.49K | ﹤0.01% | 2015 |
|
|
2020
Q2 | $9K | Buy |
+1,042
| New | +$10K | ﹤0.01% | 1888 |
|
|
2017
Q3 | – | Sell |
-412
| Closed | -$14K | – | 3593 |
|
|
2017
Q2 | $14K | Sell |
412
-549
| -57% | -$23.9K | ﹤0.01% | 3421 |
|
|
2017
Q1 | $45K | Buy |
961
+500
| +108% | +$28.3K | ﹤0.01% | 2559 |
|
|
2016
Q4 | $28K | Sell |
461
-288
| -38% | -$14.8K | ﹤0.01% | 2843 |
|
|
2016
Q3 | $40K | Buy |
749
+39
| +5% | +$2.61K | ﹤0.01% | 2538 |
|
|
2016
Q2 | $58K | Buy |
710
+511
| +257% | +$42.1K | ﹤0.01% | 2039 |
|
|
2016
Q1 | $17K | Sell |
199
-690
| -78% | -$45.6K | ﹤0.01% | 2878 |
|
|
2015
Q4 | $71K | Buy |
889
+200
| +29% | +$17.7K | ﹤0.01% | 1846 |
|
|
2015
Q3 | $64K | Buy |
+689
| New | +$79K | ﹤0.01% | 1873 |
|
|
2015
Q2 | – | Sell |
-879
| Closed | -$116K | – | 2897 |
|
|
2015
Q1 | $116K | Sell |
879
-256
| -23% | -$31.8K | ﹤0.01% | 1501 |
|
|
2014
Q4 | $111K | Buy |
1,135
+795
| +234% | +$89.2K | ﹤0.01% | 1505 |
|
|
2014
Q3 | $47K | Buy |
340
+120
| +55% | +$19.7K | ﹤0.01% | 1965 |
|
|
2014
Q2 | $41K | Buy |
220
+34
| +18% | +$6.75K | ﹤0.01% | 2009 |
|
|
2014
Q1 | $39K | Sell |
186
-65
| -26% | -$12.3K | ﹤0.01% | 1968 |
|
|
2013
Q4 | $41K | Buy |
+251
| New | +$43.7K | ﹤0.01% | 1744 |
|
|
2013
Q3 | – | Sell |
-138
| Closed | -$31K | – | 3356 |
|
|
2013
Q2 | $31K | Buy |
+138
| New | +$33.9K | ﹤0.01% | 1664 |
|
Other funds holding UAN
Creative Planning's UAN Position: Q2 2026 in Review
Creative Planning reduced its CVR Partners (UAN) stake by 0.85% in Q2 2026, selling an estimated $2.08K and leaving 1,984 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3811.
Creative Planning first reported a position in UAN in Q2 2013 and has held it in 26 quarters since. The position peaked at $443K in Q3 2023. 68 funds tracked by Wall St. Rank hold UAN as of Q2 2026.
- Creative Planning held 1,984 shares of CVR Partners worth $221K as of Q2 2026.
- Creative Planning sold 17 CVR Partners shares in Q2 2026, an estimated $2.08K.
- CVR Partners made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3811 holding.
- Creative Planning first reported a position in CVR Partners in Q2 2013 and has held it in 26 quarters since.
- Creative Planning's CVR Partners position peaked at $443K in Q3 2023.
- 68 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.