MPWT
FUN icon

MassMutual Private Wealth & Trust’s Cedar Fair FUN Stock Holding History

MassMutual Private Wealth & Trust’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 		$12.7K Buy
598
+80
+15% +$1.63K ﹤0.01% 1291
2026
Q1 		$9.2K Buy
518
+317
+158% +$5.35K ﹤0.01% 1404
2025
Q4 		$3.08K Buy
201
+19
+10% +$344 ﹤0.01% 1865
2025
Q3 		$4.13K Buy
182
+58
+47% +$1.54K ﹤0.01% 1742
2025
Q2 		$3.77K Sell
124
-43
-26% -$1.44K ﹤0.01% 1744
2025
Q1 		$5.96K Sell
167
-26
-13% -$1.11K ﹤0.01% 1519
2024
Q4 		$9.3K Buy
193
+34
+21% +$1.49K ﹤0.01% 1287
2024
Q3 		$6.41K Buy
+159
New +$7.27K ﹤0.01% 1285

Other funds holding FUN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return