GRP
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Global Retirement Partners’s Cedar Fair FUN Stock Holding History

Global Retirement Partners’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
2025
Q4 		$705 Buy
+300
New +$5.42K ﹤0.01% 3940

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

Global Retirement Partners's FUN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Cedar Fair (FUN) in Q2 2026: 474 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #3394 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FUN as recently as Q4 2025.

Global Retirement Partners first reported a position in FUN in Q2 2017 and has held it in 31 quarters since. The position peaked at $151K in Q2 2018. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Global Retirement Partners held 474 shares of Cedar Fair worth $10.1K as of Q2 2026.
  • Cedar Fair was a new Global Retirement Partners position in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3394 holding.
  • Global Retirement Partners first reported a position in Cedar Fair in Q2 2017 and has held it in 31 quarters since.
  • Global Retirement Partners's Cedar Fair position peaked at $151K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.