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LeClair Wealth Partners’s Cedar Fair FUN Stock Holding History

LeClair Wealth Partners’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 		$226K Buy
+10,600
New +$216K 0.12% 122
2026
Q1 		– Sell
-10,600
Closed -$163K – 137
2025
Q4 		$163K Hold
10,600
– – 0.09% 110
2025
Q3 		$241K Hold
10,600
– – 0.15% 87
2025
Q2 		$323K Hold
10,600
– – 0.22% 73
2025
Q1 		$378K Hold
10,600
– – 0.27% 65
2024
Q4 		$511K Buy
+10,600
New +$465K 0.34% 58

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

LeClair Wealth Partners's FUN Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Cedar Fair (FUN) in Q2 2026: 10,600 shares worth $226K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in FUN as recently as Q4 2025.

LeClair Wealth Partners first reported a position in FUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q4 2024. 313 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • LeClair Wealth Partners held 10,600 shares of Cedar Fair worth $226K as of Q2 2026.
  • Cedar Fair was a new LeClair Wealth Partners position in Q2 2026.
  • Cedar Fair made up 0.12% of LeClair Wealth Partners's portfolio in Q2 2026, its #122 holding.
  • LeClair Wealth Partners first reported a position in Cedar Fair in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Cedar Fair position peaked at $511K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.