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Summit Securities Group’s CVR Partners UAN Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-1,400
Closed -$126K – 1262
2025
Q3 		$126K Buy
1,400
+700
+100% +$63.1K 0.03% 346
2025
Q2 		$62.2K Buy
+700
New +$56.3K 0.01% 478
2025
Q1 		– Sell
-2,900
Closed -$220K – 1111
2024
Q4 		$220K Buy
2,900
+1,600
+123% +$116K 0.05% 181
2024
Q3 		$87K Buy
1,300
+1,000
+333% +$72.7K 0.02% 192
2024
Q2 		$23K Hold
300
– – ﹤0.01% 372
2024
Q1 		$24K Sell
300
-2,500
-89% -$175K ﹤0.01% 301
2023
Q4 		$183K Sell
2,800
-800
-22% -$59.8K 0.02% 264
2023
Q3 		$297K Buy
3,600
+3,000
+500% +$249K 0.03% 154
2023
Q2 		$48K Sell
600
-100
-14% -$8.77K 0.01% 426
2023
Q1 		$62K Buy
+700
New +$68.1K 0.01% 384
2022
Q4 		– Sell
-800
Closed -$92K – 1383
2022
Q3 		$92K Buy
+800
New +$91.3K 0.01% 541
2022
Q2 		– Sell
-6,600
Closed -$911K – 1229
2022
Q1 		$911K Buy
6,600
+1,800
+38% +$192K 0.1% 151
2021
Q4 		$397K Buy
+4,800
New +$381K 0.02% 422
2019
Q4 		– Sell
-4,050
Closed -$157K – 524
2019
Q3 		$157K Buy
+4,050
New +$150K 0.01% 315
2015
Q2 		– Sell
-10
Closed -$1K – 593
2015
Q1 		$1K Buy
+10
New +$1.24K ﹤0.01% 356
2014
Q3 		– Sell
-510
Closed -$95K – 800
2014
Q2 		$95K Sell
510
-60
-11% -$11.9K 0.03% 245
2014
Q1 		$121K Buy
+570
New +$108K 0.07% 127
2013
Q3 		– Sell
-240
Closed -$55K – 550
2013
Q2 		$55K Buy
+240
New +$59K 0.03% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Summit Securities Group's UAN Position: Q4 2025 in Review

Summit Securities Group sold out of CVR Partners (UAN) in Q4 2025, closing a stake of 1,400 shares — an estimated $126K sold.

Summit Securities Group first reported a position in UAN in Q2 2013 and held it in 18 quarters. The position peaked at $911K in Q1 2022. 69 funds tracked by Wall St. Rank hold UAN as of Q4 2025.

  • Summit Securities Group reported no remaining CVR Partners position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,400 CVR Partners shares in Q4 2025, an estimated $126K.
  • Summit Securities Group first reported a position in CVR Partners in Q2 2013 and held it in 18 quarters.
  • Summit Securities Group's CVR Partners position peaked at $911K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held CVR Partners as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.