Nisa Investment Advisors’s Cedar Fair FUN Stock Holding History

Nisa Investment Advisors’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	$369K	Buy	17,341 +1,393	+9%	+$28.4K	﹤0.01%	1055
2026 Q1	$283K	Buy	15,948 +931	+6%	+$15.7K	﹤0.01%	1108
2025 Q4	$230K	Buy	15,017 +10,490	+232%	+$190K	﹤0.01%	1199
2025 Q3	$103K	Buy	4,527 +442	+11%	+$11.7K	﹤0.01%	1429
2025 Q2	$124K	Sell	4,085 -169	-4%	-$5.66K	﹤0.01%	1332
2025 Q1	$152K	Sell	4,254 -1,791	-30%	-$76.2K	﹤0.01%	1293
2024 Q4	$291K	Sell	6,045 -3,477	-37%	-$152K	﹤0.01%	1191
2024 Q3	$384K	Buy	+9,522	New	+$436K	﹤0.01%	1123

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

Nisa Investment Advisors's FUN Position: Q2 2026 in Review

Nisa Investment Advisors increased its Cedar Fair (FUN) stake by 8.7% in Q2 2026, buying an estimated $28.4K and bringing the position to 17,341 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Nisa Investment Advisors first reported a position in FUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $384K in Q3 2024. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Nisa Investment Advisors held 17,341 shares of Cedar Fair worth $369K as of Q2 2026.
Nisa Investment Advisors bought 1,393 Cedar Fair shares in Q2 2026, an estimated $28.4K.
Cedar Fair made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1055 holding.
Nisa Investment Advisors first reported a position in Cedar Fair in Q3 2024 and has held it in 8 quarters since.
Nisa Investment Advisors's Cedar Fair position peaked at $384K in Q3 2024.
312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.