GWM
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Gilpin Wealth Management’s Cedar Fair FUN Stock Holding History

Gilpin 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
2026
Q2 		$469 Sell
22
-1
-4% -$20 ﹤0.01% 696
2026
Q1 		$409 Buy
23
+14
+156% +$236 ﹤0.01% 679
2025
Q4 		$139 Buy
+9
New +$163 ﹤0.01% 756

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

Gilpin Wealth Management's FUN Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Cedar Fair (FUN) stake by 4.3% in Q2 2026, selling an estimated $20 and leaving 22 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Gilpin Wealth Management first reported a position in FUN in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Gilpin Wealth Management held 22 shares of Cedar Fair worth $469 as of Q2 2026.
  • Gilpin Wealth Management sold 1 Cedar Fair share in Q2 2026, an estimated $20.
  • Cedar Fair made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Gilpin Wealth Management first reported a position in Cedar Fair in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

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