Ameritas Advisory Services’s Cedar Fair FUN Stock Holding History

Ameritas Advisory Services’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	$53.9K	Buy	+2,531	New	+$51.7K	﹤0.01%	1235
2025 Q4	–	Sell	-1,300	Closed	-$29.5K	–	1372
2025 Q3	$29.5K	Buy	+1,300	New	+$34.5K	﹤0.01%	1286
2024 Q3	–	Sell	-11,815	Closed	-$642K	–	881
2024 Q2	$642K	Buy	11,815 +2,804	+31%	+$121K	0.02%	516
2024 Q1	$346K	Buy	+9,011	New	+$367K	0.01%	666
2023 Q4	–	Sell	-7,982	Closed	-$283K	–	753
2023 Q3	$283K	Buy	7,982 +51	+0.6%	+$1.99K	0.01%	647
2023 Q2	$311K	Sell	7,931 -1,170	-13%	-$50K	0.04%	402
2023 Q1	$411K	Sell	9,101 -206	-2%	-$9.06K	0.02%	542
2022 Q4	$385K	Buy	9,307 +546	+6%	+$21.9K	0.02%	623
2022 Q3	$361K	Buy	8,761 +1,059	+14%	+$45.1K	0.02%	524
2022 Q2	$338K	Hold	7,702	–	–	0.02%	571
2022 Q1	$422K	Sell	7,702 -178	-2%	-$9.53K	0.02%	549
2021 Q4	$394K	Buy	+7,880	New	+$377K	0.01%	568

Other funds holding FUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

HPM

H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Advisory Services's FUN Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Cedar Fair (FUN) in Q2 2026: 2,531 shares worth $53.9K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in FUN as recently as Q3 2025.

Ameritas Advisory Services first reported a position in FUN in Q4 2021 and has held it in 12 quarters since. The position peaked at $642K in Q2 2024. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Ameritas Advisory Services held 2,531 shares of Cedar Fair worth $53.9K as of Q2 2026.
Cedar Fair was a new Ameritas Advisory Services position in Q2 2026.
Cedar Fair made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1235 holding.
Ameritas Advisory Services first reported a position in Cedar Fair in Q4 2021 and has held it in 12 quarters since.
Ameritas Advisory Services's Cedar Fair position peaked at $642K in Q2 2024.
312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.