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

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

MassMutual Private Wealth & Trust's FUN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Cedar Fair (FUN) stake by 15% in Q2 2026, buying an estimated $1.63K and bringing the position to 598 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

MassMutual Private Wealth & Trust first reported a position in FUN in Q3 2024 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

MassMutual Private Wealth & Trust held 598 shares of Cedar Fair worth $12.7K as of Q2 2026.
MassMutual Private Wealth & Trust bought 80 Cedar Fair shares in Q2 2026, an estimated $1.63K.
Cedar Fair made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1291 holding.
MassMutual Private Wealth & Trust first reported a position in Cedar Fair in Q3 2024 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.