HM Payson & Co’s Cedar Fair FUN Stock Holding History

HM Payson & Co’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	$149K	Hold	7,000	–	–	﹤0.01%	502
2026 Q1	$124K	Hold	7,000	–	–	﹤0.01%	522
2025 Q4	$107K	Hold	7,000	–	–	﹤0.01%	540
2025 Q3	$159K	Hold	7,000	–	–	﹤0.01%	476
2025 Q2	$213K	Hold	7,000	–	–	﹤0.01%	408
2025 Q1	$250K	Hold	7,000	–	–	﹤0.01%	379
2024 Q4	$337K	Sell	7,000 -922	-12%	-$40.4K	0.01%	336
2024 Q3	$319K	Hold	7,922	–	–	0.01%	343
2024 Q2	$431K	Hold	7,922	–	–	0.01%	297
2024 Q1	$332K	Buy	+7,922	New	+$323K	0.01%	330

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

HM Payson & Co's FUN Position: Q2 2026 in Review

HM Payson & Co held its Cedar Fair (FUN) position steady in Q2 2026 at 7,000 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

HM Payson & Co first reported a position in FUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $431K in Q2 2024. 313 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

HM Payson & Co held 7,000 shares of Cedar Fair worth $149K as of Q2 2026.
HM Payson & Co left its Cedar Fair share count unchanged in Q2 2026.
Cedar Fair made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #502 holding.
HM Payson & Co first reported a position in Cedar Fair in Q1 2024 and has held it in 10 quarters since.
HM Payson & Co's Cedar Fair position peaked at $431K in Q2 2024.
313 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.