CMA
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Cedar Mountain Advisors’s Cedar Fair FUN Stock Holding History

Cedar Mountain 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
Q3 		$450 Sell
42
-3
-7% -$48 ﹤0.01% 1040
2026
Q2 		$959 Hold
45
– – ﹤0.01% 952
2026
Q1 		$799 Sell
45
-1
-2% -$17 ﹤0.01% 947
2025
Q4 		$706 Buy
+46
New +$832 ﹤0.01% 564

Other funds holding FUN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
AMIM
Aull & Monroe Investment Management Mobile, Alabama $231M AUM 37.65% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Cedar Mountain Advisors's FUN Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Cedar Fair (FUN) stake by 6.7% in Q3 2026, selling an estimated $48 and leaving 42 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Cedar Mountain Advisors first reported a position in FUN in Q4 2025 and has held it in 4 quarters since. The position peaked at $959 in Q2 2026. 28 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Cedar Mountain Advisors held 42 shares of Cedar Fair worth $450 as of Q3 2026.
  • Cedar Mountain Advisors sold 3 Cedar Fair shares in Q3 2026, an estimated $48.
  • Cedar Fair made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1040 holding.
  • Cedar Mountain Advisors first reported a position in Cedar Fair in Q4 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Cedar Fair position peaked at $959 in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.