Cypress Financial Planning’s CVR Partners UAN Stock Holding History

Cypress Financial 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 Q1	–	Sell	-3,500	Closed	-$344K	–	110
2025 Q4	$344K	Hold	3,500	–	–	0.1%	77
2025 Q3	$315K	Hold	3,500	–	–	0.1%	69
2025 Q2	$311K	Hold	3,500	–	–	0.1%	68
2025 Q1	$263K	Hold	3,500	–	–	0.09%	72
2024 Q4	$266K	Hold	3,500	–	–	0.1%	68
2024 Q3	$235K	Hold	3,500	–	–	0.09%	68
2024 Q2	$265K	Hold	3,500	–	–	0.11%	64
2024 Q1	$275K	Hold	3,500	–	–	0.13%	57
2023 Q4	$243K	Sell	3,500 -500	-13%	-$37.4K	0.22%	34
2023 Q3	$330K	Hold	4,000	–	–	0.19%	43
2023 Q2	$332K	Hold	4,000	–	–	0.19%	44
2023 Q1	$360K	Buy	4,000 +1,500	+60%	+$146K	0.22%	38
2022 Q4	$257K	Buy	+2,500	New	+$294K	0.17%	47

Other funds holding UAN

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Cypress Financial Planning's UAN Position: Q1 2026 in Review

Cypress Financial Planning sold out of CVR Partners (UAN) in Q1 2026, closing a stake of 3,500 shares — an estimated $344K sold.

Cypress Financial Planning first reported a position in UAN in Q4 2022 and held it in 13 quarters. The position peaked at $360K in Q1 2023. 74 funds tracked by Wall St. Rank hold UAN as of Q1 2026.

Cypress Financial Planning reported no remaining CVR Partners position as of Q1 2026 after selling out during the quarter.
Cypress Financial Planning sold 3,500 CVR Partners shares in Q1 2026, an estimated $344K.
Cypress Financial Planning first reported a position in CVR Partners in Q4 2022 and held it in 13 quarters.
Cypress Financial Planning's CVR Partners position peaked at $360K in Q1 2023.
74 funds tracked by Wall St. Rank held CVR Partners as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.