Hartford Financial Management’s Cedar Fair FUN Stock Holding History

Hartford Financial 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	$1.06K	Hold	50	–	–	﹤0.01%	339
2026 Q1	$888	Hold	50	–	–	﹤0.01%	334
2025 Q4	$767	Hold	50	–	–	﹤0.01%	327
2025 Q3	$1.14K	Hold	50	–	–	﹤0.01%	326
2025 Q2	$1.52K	Hold	50	–	–	﹤0.01%	330
2025 Q1	$1.78K	Hold	50	–	–	﹤0.01%	340
2024 Q4	$2.41K	Hold	50	–	–	﹤0.01%	350
2024 Q3	$2.02K	Hold	50	–	–	﹤0.01%	363
2024 Q2	$2.72K	Hold	50	–	–	﹤0.01%	348
2024 Q1	$2.1K	Hold	50	–	–	﹤0.01%	364
2023 Q4	$1.99K	Hold	50	–	–	﹤0.01%	375
2023 Q3	$1.85K	Hold	50	–	–	﹤0.01%	373
2023 Q2	$2K	Hold	50	–	–	﹤0.01%	350
2023 Q1	$2.29K	Hold	50	–	–	﹤0.01%	344
2022 Q4	$2.07K	Hold	50	–	–	﹤0.01%	345
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	351
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	356
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	352
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	337
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	373
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	363
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	372
2020 Q4	$2K	Buy	+50	New	+$1.66K	﹤0.01%	336

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

Hartford Financial Management's FUN Position: Q2 2026 in Review

Hartford Financial Management held its Cedar Fair (FUN) position steady in Q2 2026 at 50 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Hartford Financial Management first reported a position in FUN in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q1 2022. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Hartford Financial Management held 50 shares of Cedar Fair worth $1.06K as of Q2 2026.
Hartford Financial Management left its Cedar Fair share count unchanged in Q2 2026.
Cedar Fair made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #339 holding.
Hartford Financial Management first reported a position in Cedar Fair in Q4 2020 and has held it in 23 quarters since.
Hartford Financial Management's Cedar Fair position peaked at $3K in Q1 2022.
312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

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