Abound Wealth Management’s Cedar Fair FUN Stock Holding History

Abound Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-38	Closed	-$675	–	1453
2026 Q1	$675	Buy	38 +32	+533%	+$540	﹤0.01%	1022
2025 Q4	$93	Hold	6	–	–	﹤0.01%	1386
2025 Q3	$137	Hold	6	–	–	﹤0.01%	1248
2025 Q2	$183	Hold	6	–	–	﹤0.01%	1071
2025 Q1	$215	Sell	6 -2	-25%	-$85	﹤0.01%	960
2024 Q4	$386	Hold	8	–	–	﹤0.01%	832
2024 Q3	$323	Buy	+8	New	+$366	﹤0.01%	960

Other funds holding FUN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return