JFS Wealth Advisors’s Cedar Fair FUN Stock Holding History

JFS Wealth Advisors’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	$11K	Buy	516 +16	+3%	+$327	﹤0.01%	972
2026 Q1	$8.88K	Hold	500	–	–	﹤0.01%	998
2025 Q4	$7.67K	Hold	500	–	–	﹤0.01%	1074
2025 Q3	$11.4K	Hold	500	–	–	﹤0.01%	858
2025 Q2	$15.2K	Sell	500 -10	-2%	-$335	﹤0.01%	723
2025 Q1	$18.2K	Hold	510	–	–	﹤0.01%	686
2024 Q4	$24.6K	Sell	510 -16	-3%	-$702	﹤0.01%	595
2024 Q3	$21.2K	Buy	+526	New	+$24.1K	﹤0.01%	628
2023 Q3	–	Sell	-1,000	Closed	-$40K	–	1979
2023 Q2	$40K	Hold	1,000	–	–	﹤0.01%	401
2023 Q1	$45.7K	Hold	1,000	–	–	﹤0.01%	382
2022 Q4	$41.3K	Hold	1,000	–	–	﹤0.01%	393
2022 Q3	$41K	Hold	1,000	–	–	﹤0.01%	416
2022 Q2	$44K	Hold	1,000	–	–	﹤0.01%	419
2022 Q1	$55K	Hold	1,000	–	–	0.01%	408
2021 Q4	$50K	Hold	1,000	–	–	﹤0.01%	421
2021 Q3	$46K	Hold	1,000	–	–	﹤0.01%	423
2021 Q2	$45K	Hold	1,000	–	–	0.01%	281
2021 Q1	$50K	Hold	1,000	–	–	0.01%	251
2020 Q4	$39K	Hold	1,000	–	–	0.01%	269
2020 Q3	$28K	Hold	1,000	–	–	0.01%	286
2020 Q2	$28K	Buy	+1,000	New	+$28.5K	0.01%	274

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

JFS Wealth Advisors's FUN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cedar Fair (FUN) stake by 3.2% in Q2 2026, buying an estimated $327 and bringing the position to 516 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

JFS Wealth Advisors first reported a position in FUN in Q2 2020 and has held it in 21 quarters since. The position peaked at $55K in Q1 2022. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

JFS Wealth Advisors held 516 shares of Cedar Fair worth $11K as of Q2 2026.
JFS Wealth Advisors bought 16 Cedar Fair shares in Q2 2026, an estimated $327.
Cedar Fair made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #972 holding.
JFS Wealth Advisors first reported a position in Cedar Fair in Q2 2020 and has held it in 21 quarters since.
JFS Wealth Advisors's Cedar Fair position peaked at $55K in Q1 2022.
312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.