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Garton & Associates Financial Advisors’s Cedar Fair FUN Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-200
Closed -$3.07K – 330
2025
Q4 		$3.07K Buy
+200
New +$3.62K ﹤0.01% 1065

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Garton & Associates Financial Advisors's FUN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 200 shares — an estimated $3.07K sold.

Garton & Associates Financial Advisors first reported a position in FUN in Q4 2025 and held it in 1 quarter. The position peaked at $3.07K in Q4 2025. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 200 Cedar Fair shares in Q1 2026, an estimated $3.07K.
  • Garton & Associates Financial Advisors first reported a position in Cedar Fair in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Cedar Fair position peaked at $3.07K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.