Golden State Wealth Management’s Cedar Fair FUN Stock Holding History

Golden State 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	–	Sell	-58	Closed	-$1.03K	–	1650
2026 Q1	$1.03K	Hold	58	–	–	﹤0.01%	1445
2025 Q4	$890	Hold	58	–	–	﹤0.01%	1529
2025 Q3	$1.32K	Buy	+58	New	+$1.54K	﹤0.01%	1468
2020 Q2	–	Sell	-1,162	Closed	-$21K	–	506
2020 Q1	$21K	Buy	+1,162	New	+$51K	0.01%	491
2019 Q4	–	Sell	-1,162	Closed	-$68K	–	376
2019 Q3	$68K	Hold	1,162	–	–	0.02%	374
2019 Q2	$55K	Hold	1,162	–	–	0.02%	433
2019 Q1	$61K	Buy	+1,162	New	+$62K	0.02%	403

Other funds holding FUN

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Wealth Management's FUN Position: Q2 2026 in Review

Golden State Wealth Management sold out of Cedar Fair (FUN) in Q2 2026, closing a stake of 58 shares — an estimated $1.03K sold.

Golden State Wealth Management first reported a position in FUN in Q1 2019 and held it in 7 quarters. The position peaked at $68K in Q3 2019. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Golden State Wealth Management reported no remaining Cedar Fair position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 58 Cedar Fair shares in Q2 2026, an estimated $1.03K.
Golden State Wealth Management first reported a position in Cedar Fair in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's Cedar Fair position peaked at $68K in Q3 2019.
311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.