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Laurel Wealth Advisors (North Carolina)’s Cedar Fair FUN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-400
Closed -$6.14K – 360
2025
Q4 		$6.14K Buy
+400
New +$7.23K ﹤0.01% 520

Other funds holding FUN

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Laurel Wealth Advisors (North Carolina)'s FUN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 400 shares — an estimated $6.14K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FUN in Q4 2025 and held it in 1 quarter. The position peaked at $6.14K in Q4 2025. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Cedar Fair shares in Q1 2026, an estimated $6.14K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Cedar Fair in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Cedar Fair position peaked at $6.14K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.