Creative Planning
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Creative Planning’s CVR Partners UAN Stock Holding History

Creative Planning’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 		$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 +$9.98K ﹤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

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
OA
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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. 69 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.
  • 69 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.