N.E.W. Advisory Services’s Cedar Fair FUN Stock Holding History

N.E.W. Advisory Services’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	-77	Closed	-$1.18K	–	931
2025 Q4	$1.18K	Sell	77 -27	-26%	-$488	﹤0.01%	841
2025 Q3	$2.36K	Hold	104	–	–	﹤0.01%	732
2025 Q2	$3.17K	Hold	104	–	–	﹤0.01%	704
2025 Q1	$3.71K	Buy	+104	New	+$4.42K	﹤0.01%	737

Other funds holding FUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

N.E.W. Advisory Services's FUN Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 77 shares — an estimated $1.18K sold.

N.E.W. Advisory Services first reported a position in FUN in Q1 2025 and held it in 4 quarters. The position peaked at $3.71K in Q1 2025. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

N.E.W. Advisory Services reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 77 Cedar Fair shares in Q1 2026, an estimated $1.18K.
N.E.W. Advisory Services first reported a position in Cedar Fair in Q1 2025 and held it in 4 quarters.
N.E.W. Advisory Services's Cedar Fair position peaked at $3.71K in Q1 2025.
294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.