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Savvy Advisors Inc’s CVR Partners UAN Stock Holding History

Savvy Advisors Inc’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 		$370K Hold
3,323
– – 0.01% 895
2026
Q1 		$421K Hold
3,323
– – 0.01% 730
2025
Q4 		$341K Hold
3,323
– – 0.01% 723
2025
Q3 		$299K Sell
3,323
-808
-20% -$72.9K 0.01% 620
2025
Q2 		$367K Sell
4,131
-1,680
-29% -$135K 0.02% 439
2025
Q1 		$437K Sell
5,811
-23
-0.4% -$1.8K 0.04% 312
2024
Q4 		$443K Buy
5,834
+8
+0.1% +$579 0.05% 260
2024
Q3 		$391K Sell
5,826
-91
-2% -$6.61K 0.08% 213
2024
Q2 		$448K Hold
5,917
– – 0.15% 158
2024
Q1 		$465K Buy
+5,917
New +$414K 0.27% 100

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

Savvy Advisors Inc's UAN Position: Q2 2026 in Review

Savvy Advisors Inc held its CVR Partners (UAN) position steady in Q2 2026 at 3,323 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #895.

Savvy Advisors Inc first reported a position in UAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $465K in Q1 2024. 68 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

  • Savvy Advisors Inc held 3,323 shares of CVR Partners worth $370K as of Q2 2026.
  • Savvy Advisors Inc left its CVR Partners share count unchanged in Q2 2026.
  • CVR Partners made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #895 holding.
  • Savvy Advisors Inc first reported a position in CVR Partners in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's CVR Partners position peaked at $465K in Q1 2024.
  • 68 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.