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Lifetime Wealth Management’s CVR Partners UAN Stock Holding History

Lifetime Wealth Management’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 		$273K Hold
2,450
– – 0.16% 75
2026
Q1 		$310K Hold
2,450
– – 0.18% 71
2025
Q4 		$251K Buy
+2,450
New +$233K 0.16% 79

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

Lifetime Wealth Management's UAN Position: Q2 2026 in Review

Lifetime Wealth Management held its CVR Partners (UAN) position steady in Q2 2026 at 2,450 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #75.

Lifetime Wealth Management first reported a position in UAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $310K in Q1 2026. 68 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

  • Lifetime Wealth Management held 2,450 shares of CVR Partners worth $273K as of Q2 2026.
  • Lifetime Wealth Management left its CVR Partners share count unchanged in Q2 2026.
  • CVR Partners made up 0.16% of Lifetime Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Lifetime Wealth Management first reported a position in CVR Partners in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's CVR Partners position peaked at $310K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.