Cerity Partners
FUN icon

Cerity Partners’s Cedar Fair FUN Stock Holding History

Cerity Partners’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 		$614K Buy
28,817
+15,791
+121% +$322K ﹤0.01% 2307
2026
Q1 		$231K Buy
13,026
+1,910
+17% +$32.2K ﹤0.01% 2790
2025
Q4 		$171K Buy
11,116
+1,886
+20% +$34.1K ﹤0.01% 2676
2025
Q3 		$210K Sell
9,230
-2,944
-24% -$78.2K ﹤0.01% 2483
2025
Q2 		$370K Sell
12,174
-996
-8% -$33.4K ﹤0.01% 2035
2025
Q1 		$470K Buy
13,170
+1,691
+15% +$71.9K ﹤0.01% 1791
2024
Q4 		$535K Sell
11,479
-1,195
-9% -$52.4K ﹤0.01% 1721
2024
Q3 		$511K Buy
+12,674
New +$580K ﹤0.01% 1759

Other funds holding FUN

BlackRock
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's FUN Position: Q2 2026 in Review

Cerity Partners increased its Cedar Fair (FUN) stake by 121% in Q2 2026, buying an estimated $322K and bringing the position to 28,817 shares worth $614K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Cerity Partners first reported a position in FUN in Q3 2024 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Cerity Partners held 28,817 shares of Cedar Fair worth $614K as of Q2 2026.
  • Cerity Partners bought 15,791 Cedar Fair shares in Q2 2026, an estimated $322K.
  • Cedar Fair made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2307 holding.
  • Cerity Partners first reported a position in Cedar Fair in Q3 2024 and has held it in 8 quarters since.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.