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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's FUN Position: Q4 2025 in Review

Global Retirement Partners reduced its Cedar Fair (FUN) stake by 4.5% in Q4 2025, selling an estimated $307 and leaving 360 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Global Retirement Partners first reported a position in FUN in Q2 2017 and has held it in 30 quarters since. The position peaked at $151K in Q2 2018. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

  • Global Retirement Partners held 360 shares of Cedar Fair worth $5.52K as of Q4 2025.
  • Global Retirement Partners sold 17 Cedar Fair shares in Q4 2025, an estimated $307.
  • Cedar Fair made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3402 holding.
  • Global Retirement Partners first reported a position in Cedar Fair in Q2 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's Cedar Fair position peaked at $151K in Q2 2018.
  • 304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.