LPL Financial
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LPL Financial’s CVR Partners UAN Stock Holding History

LPL Financial’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 		$3.84M Buy
30,316
+18,991
+168% +$2.17M ﹤0.01% 2873
2025
Q4 		$1.16M Sell
11,325
-400
-3% -$38.1K ﹤0.01% 3914
2025
Q3 		$1.06M Buy
11,725
+1,067
+10% +$96.2K ﹤0.01% 3949
2025
Q2 		$947K Sell
10,658
-729
-6% -$58.7K ﹤0.01% 3806
2025
Q1 		$856K Buy
11,387
+299
+3% +$23.4K ﹤0.01% 3687
2024
Q4 		$842K Sell
11,088
-823
-7% -$59.6K ﹤0.01% 3641
2024
Q3 		$800K Buy
11,911
+3,128
+36% +$227K ﹤0.01% 3595
2024
Q2 		$665K Buy
8,783
+552
+7% +$43.9K ﹤0.01% 3613
2024
Q1 		$647K Sell
8,231
-17,245
-68% -$1.21M ﹤0.01% 3566
2023
Q4 		$1.67M Buy
25,476
+10,260
+67% +$767K ﹤0.01% 2587
2023
Q3 		$1.26M Buy
15,216
+773
+5% +$64.1K ﹤0.01% 2703
2023
Q2 		$1.17M Buy
14,443
+7,995
+124% +$701K ﹤0.01% 2723
2023
Q1 		$575K Sell
6,448
-383
-6% -$37.3K ﹤0.01% 3209
2022
Q4 		$687K Buy
6,831
+1,487
+28% +$175K ﹤0.01% 2973
2022
Q3 		$612K Buy
5,344
+1,376
+35% +$157K ﹤0.01% 2960
2022
Q2 		$396K Sell
3,968
-3,445
-46% -$463K ﹤0.01% 3401
2022
Q1 		$1.02M Sell
7,413
-20
-0.3% -$2.13K ﹤0.01% 2600
2021
Q4 		$615K Sell
7,433
-1,512
-17% -$120K ﹤0.01% 3098
2021
Q3 		$623K Sell
8,945
-1,124
-11% -$67.7K ﹤0.01% 3023
2021
Q2 		$624K Buy
10,069
+440
+5% +$24.7K ﹤0.01% 2966
2021
Q1 		$389K Buy
+9,629
New +$232K ﹤0.01% 3248
2020
Q4 		– Sell
-9,833
Closed -$85K – 3869
2020
Q3 		$85K Sell
9,833
-1,467
-13% -$13.2K ﹤0.01% 3392
2020
Q2 		$96K Sell
11,300
-230
-2% -$2.2K ﹤0.01% 3294
2020
Q1 		$119K Buy
11,530
+100
+0.9% +$2.17K ﹤0.01% 2960
2019
Q4 		$354K Sell
11,430
-1,183
-9% -$37.5K ﹤0.01% 2648
2019
Q3 		$489K Sell
12,613
-429
-3% -$15.9K ﹤0.01% 2278
2019
Q2 		$533K Sell
13,042
-1,197
-8% -$44.2K ﹤0.01% 2236
2019
Q1 		$564K Sell
14,239
-15
-0.1% -$571 ﹤0.01% 2132
2018
Q4 		$485K Buy
14,254
+530
+4% +$20K ﹤0.01% 2062
2018
Q3 		$523K Buy
13,724
+45
+0.3% +$1.64K ﹤0.01% 2196
2018
Q2 		$451K Sell
13,679
-743
-5% -$22.2K ﹤0.01% 2288
2018
Q1 		$469K Buy
14,422
+476
+3% +$16.7K ﹤0.01% 2208
2017
Q4 		$457K Buy
13,946
+6,193
+80% +$205K ﹤0.01% 2136
2017
Q3 		$250K Buy
7,753
+559
+8% +$18.3K ﹤0.01% 2512
2017
Q2 		$251K Sell
7,194
-1,609
-18% -$70.1K ﹤0.01% 2424
2017
Q1 		$402K Buy
8,803
+306
+4% +$17.3K ﹤0.01% 1979
2016
Q4 		$538K Buy
8,497
+522
+7% +$26.8K ﹤0.01% 1697
2016
Q3 		$423K Buy
7,975
+447
+6% +$29.9K ﹤0.01% 1856
2016
Q2 		$614K Buy
7,528
+165
+2% +$13.6K 0.01% 1496
2016
Q1 		$587K Buy
7,363
+326
+5% +$21.5K ﹤0.01% 2049
2015
Q4 		$543K Buy
7,037
+3,558
+102% +$316K ﹤0.01% 2136
2015
Q3 		$362K Buy
3,479
+595
+21% +$68.2K ﹤0.01% 2056
2015
Q2 		$362K Buy
2,884
+17
+0.6% +$2.33K ﹤0.01% 2157
2015
Q1 		$379K Buy
2,867
+77
+3% +$9.58K ﹤0.01% 2056
2014
Q4 		$272K Sell
2,790
-138
-5% -$15.5K ﹤0.01% 2256
2014
Q3 		$401K Buy
2,928
+255
+10% +$41.9K ﹤0.01% 1956
2014
Q2 		$499K Buy
2,673
+143
+6% +$28.4K ﹤0.01% 1802
2014
Q1 		$536K Buy
2,530
+1,442
+133% +$274K ﹤0.01% 1688
2013
Q4 		$179K Sell
1,088
-1,797
-62% -$313K ﹤0.01% 2465
2013
Q3 		$526K Buy
2,885
+1,424
+97% +$288K ﹤0.01% 1623
2013
Q2 		$332K Buy
+1,461
New +$359K ﹤0.01% 1835

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Susquehanna International Group
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

LPL Financial's UAN Position: Q1 2026 in Review

LPL Financial increased its CVR Partners (UAN) stake by 168% in Q1 2026, buying an estimated $2.17M and bringing the position to 30,316 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

LPL Financial first reported a position in UAN in Q2 2013 and has held it in 51 quarters since. 74 funds tracked by Wall St. Rank hold UAN as of Q1 2026.

  • LPL Financial held 30,316 shares of CVR Partners worth $3.84M as of Q1 2026.
  • LPL Financial bought 18,991 CVR Partners shares in Q1 2026, an estimated $2.17M.
  • CVR Partners made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2873 holding.
  • LPL Financial first reported a position in CVR Partners in Q2 2013 and has held it in 51 quarters since.
  • 74 funds tracked by Wall St. Rank held CVR Partners as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.