Creative Planning
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Creative Planning’s Cedar Fair FUN Stock Holding History

Creative Planning’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
2016
Q3 		– Sell
-500
Closed -$1K – 4627
2016
Q2 		$1K Buy
+500
New +$29.2K ﹤0.01% 4158

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

Creative Planning's FUN Position: Q2 2026 in Review

Creative Planning opened a new position in Cedar Fair (FUN) in Q2 2026: 10,325 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #3814 among its holdings. This is a return to the name: Creative Planning previously reported a position in FUN as recently as Q2 2025.

Creative Planning first reported a position in FUN in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.02M in Q1 2017. 313 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Creative Planning held 10,325 shares of Cedar Fair worth $220K as of Q2 2026.
  • Cedar Fair was a new Creative Planning position in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3814 holding.
  • Creative Planning first reported a position in Cedar Fair in Q2 2013 and has held it in 47 quarters since.
  • Creative Planning's Cedar Fair position peaked at $1.02M in Q1 2017.
  • 313 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.