CWM
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Congress Wealth Management’s Cedar Fair FUN Stock Holding History

Congress 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
2025
Q2 		$1.69M Hold
55,450
– – 0.02% 587
2025
Q1 		$1.98M Sell
55,450
-20
-0% -$851 0.02% 494
2024
Q4 		$2.67M Buy
55,470
+2,020
+4% +$88.6K 0.04% 369
2024
Q3 		$2.15M Buy
+53,450
New +$2.45M 0.03% 411

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Congress Wealth Management's FUN Position: Q2 2025 in Review

Congress Wealth Management held its Cedar Fair (FUN) position steady in Q2 2025 at 55,450 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #587.

Congress Wealth Management first reported a position in FUN in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.67M in Q4 2024. 330 funds tracked by Wall St. Rank hold FUN as of Q2 2025.

  • Congress Wealth Management held 55,450 shares of Cedar Fair worth $1.69M as of Q2 2025.
  • Congress Wealth Management left its Cedar Fair share count unchanged in Q2 2025.
  • Cedar Fair made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #587 holding.
  • Congress Wealth Management first reported a position in Cedar Fair in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Cedar Fair position peaked at $2.67M in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.