Steward Partners Investment Advisory’s CVR Partners UAN Stock Holding History

Steward Partners Investment Advisory’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	$56.4K	Hold	445	–	–	﹤0.01%	2718
2025 Q4	$45.6K	Sell	445 -50	-10%	-$4.76K	﹤0.01%	2722
2025 Q3	$44.6K	Buy	495 +85	+21%	+$7.66K	﹤0.01%	2661
2025 Q2	$36.4K	Hold	410	–	–	﹤0.01%	2638
2025 Q1	$30.8K	Hold	410	–	–	﹤0.01%	2615
2024 Q4	$31.1K	Hold	410	–	–	﹤0.01%	2578
2024 Q3	$27.5K	Hold	410	–	–	﹤0.01%	2513
2024 Q2	$31K	Hold	410	–	–	﹤0.01%	2324
2024 Q1	$32.2K	Buy	+410	New	+$28.7K	﹤0.01%	2314
2021 Q2	–	Sell	-167	Closed	-$6.74K	–	7404
2021 Q1	$6.74K	Buy	167 +17	+11%	+$410	﹤0.01%	2933
2020 Q4	$2K	Hold	150	–	–	﹤0.01%	2736
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	2692
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	2616
2020 Q1	$1K	Buy	+150	New	+$3.26K	﹤0.01%	2429
2019 Q4	–	Sell	-103	Closed	-$4K	–	2748
2019 Q3	$4K	Hold	103	–	–	﹤0.01%	2319
2019 Q2	$4K	Buy	+103	New	+$3.8K	﹤0.01%	2299
2018 Q4	–	Sell	-100	Closed	-$4K	–	2072
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	2228
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	2151
2018 Q1	$3K	Buy	+100	New	+$3.5K	﹤0.01%	1948

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

Steward Partners Investment Advisory's UAN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its CVR Partners (UAN) position steady in Q1 2026 at 445 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Steward Partners Investment Advisory first reported a position in UAN in Q1 2018 and has held it in 19 quarters since. 74 funds tracked by Wall St. Rank hold UAN as of Q1 2026.

Steward Partners Investment Advisory held 445 shares of CVR Partners worth $56.4K as of Q1 2026.
Steward Partners Investment Advisory left its CVR Partners share count unchanged in Q1 2026.
CVR Partners made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2718 holding.
Steward Partners Investment Advisory first reported a position in CVR Partners in Q1 2018 and has held it in 19 quarters since.
74 funds tracked by Wall St. Rank held CVR Partners as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.