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DiNuzzo Private Wealth’s Cedar Fair FUN Stock Holding History

DiNuzzo Private Wealth’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 		$3.09K Hold
145
– – ﹤0.01% 530
2026
Q1 		$2.57K Hold
145
– – ﹤0.01% 556
2025
Q4 		$2.23K Hold
145
– – ﹤0.01% 606
2025
Q3 		$3.29K Sell
145
-1
-0.7% -$27 ﹤0.01% 480
2025
Q2 		$4.44K Sell
146
-3
-2% -$101 ﹤0.01% 394
2025
Q1 		$5.32K Hold
149
– – ﹤0.01% 346
2024
Q4 		$7.18K Buy
149
+143
+2,383% +$6.27K ﹤0.01% 289
2024
Q3 		$242 Buy
+6
New +$274 ﹤0.01% 1277

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

DiNuzzo Private Wealth's FUN Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Cedar Fair (FUN) position steady in Q2 2026 at 145 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

DiNuzzo Private Wealth first reported a position in FUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.18K in Q4 2024. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • DiNuzzo Private Wealth held 145 shares of Cedar Fair worth $3.09K as of Q2 2026.
  • DiNuzzo Private Wealth left its Cedar Fair share count unchanged in Q2 2026.
  • Cedar Fair made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #530 holding.
  • DiNuzzo Private Wealth first reported a position in Cedar Fair in Q3 2024 and has held it in 8 quarters since.
  • DiNuzzo Private Wealth's Cedar Fair position peaked at $7.18K in Q4 2024.
  • 311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.