Basecamp Wealth Advisors’s Cedar Fair FUN Stock Holding History

Basecamp Wealth Advisors’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 Q1	–	Sell	-46	Closed	-$706	–	2084
2025 Q4	$706	Buy	+46	New	+$832	﹤0.01%	1561

Other funds holding FUN

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Basecamp Wealth Advisors's FUN Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 46 shares — an estimated $706 sold.

Basecamp Wealth Advisors first reported a position in FUN in Q4 2025 and held it in 1 quarter. The position peaked at $706 in Q4 2025. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 46 Cedar Fair shares in Q1 2026, an estimated $706.
Basecamp Wealth Advisors first reported a position in Cedar Fair in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Cedar Fair position peaked at $706 in Q4 2025.
294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.