JGIA
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Jackson Grant Investment Advisers’s Cedar Fair FUN Stock Holding History

Jackson Grant Investment Advisers’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 		$1.81K Hold
85
– – ﹤0.01% 400
2026
Q1 		$1.51K Hold
85
– – ﹤0.01% 390
2025
Q4 		$1.3K Buy
+85
New +$1.54K ﹤0.01% 390

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

Jackson Grant Investment Advisers's FUN Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Cedar Fair (FUN) position steady in Q2 2026 at 85 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Jackson Grant Investment Advisers first reported a position in FUN in Q4 2025 and has held it in 3 quarters since. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Jackson Grant Investment Advisers held 85 shares of Cedar Fair worth $1.81K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Cedar Fair share count unchanged in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #400 holding.
  • Jackson Grant Investment Advisers first reported a position in Cedar Fair in Q4 2025 and has held it in 3 quarters since.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.