EWA
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EverSource Wealth Advisors’s Cedar Fair FUN Stock Holding History

EverSource Wealth 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
Q2 		$27.3K Buy
1,281
+690
+117% +$14.1K ﹤0.01% 2213
2026
Q1 		$10.5K Buy
591
+321
+119% +$5.42K ﹤0.01% 2889
2025
Q4 		$4.14K Buy
270
+250
+1,250% +$4.52K ﹤0.01% 3196
2025
Q3 		$454 Sell
20
-313
-94% -$8.31K ﹤0.01% 3972
2025
Q2 		$10.1K Buy
333
+189
+131% +$6.33K ﹤0.01% 2796
2025
Q1 		$5.14K Buy
144
+124
+620% +$5.28K ﹤0.01% 2481
2024
Q4 		$964 Sell
20
-44
-69% -$1.93K ﹤0.01% 2979
2024
Q3 		$2.58K Sell
64
-1
-2% -$46 ﹤0.01% 2456
2024
Q2 		$3.1K Buy
65
+45
+225% +$1.94K ﹤0.01% 2399
2024
Q1 		$773 Buy
+20
New +$815 ﹤0.01% 2640

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

EverSource Wealth Advisors's FUN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cedar Fair (FUN) stake by 117% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,281 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

EverSource Wealth Advisors first reported a position in FUN in Q1 2024 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • EverSource Wealth Advisors held 1,281 shares of Cedar Fair worth $27.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 690 Cedar Fair shares in Q2 2026, an estimated $14.1K.
  • Cedar Fair made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2213 holding.
  • EverSource Wealth Advisors first reported a position in Cedar Fair in Q1 2024 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.