Northwestern Mutual Wealth Management
FUN icon

Northwestern Mutual Wealth Management’s Cedar Fair FUN Stock Holding History

Northwestern Mutual Wealth Management’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 		$12.4K Buy
700
+178
+34% +$3K ﹤0.01% 2992
2025
Q4 		$8.01K Sell
522
-302
-37% -$5.46K ﹤0.01% 3070
2025
Q3 		$18.7K Sell
824
-176
-18% -$4.67K ﹤0.01% 2703
2025
Q2 		$30.4K Buy
1,000
+722
+260% +$24.2K ﹤0.01% 2420
2025
Q1 		$9.92K Sell
278
-414
-60% -$17.6K ﹤0.01% 2746
2024
Q4 		$33.3K Buy
692
+173
+33% +$7.59K ﹤0.01% 2332
2024
Q3 		$20.9K Buy
519
+369
+246% +$16.9K ﹤0.01% 2447
2024
Q2 		$8.15K Sell
150
-815
-84% -$35.1K ﹤0.01% 2718
2024
Q1 		$40.4K Sell
965
-185
-16% -$7.54K ﹤0.01% 2165
2023
Q4 		$45.8K Hold
1,150
– – ﹤0.01% 2090
2023
Q3 		$42.5K Hold
1,150
– – ﹤0.01% 2027
2023
Q2 		$46K Sell
1,150
-1,875
-62% -$80.1K ﹤0.01% 2016
2023
Q1 		$138K Sell
3,025
-1,463
-33% -$64.3K ﹤0.01% 1575
2022
Q4 		$186K Buy
4,488
+1,463
+48% +$58.8K ﹤0.01% 1443
2022
Q3 		$125K Hold
3,025
– – ﹤0.01% 1567
2022
Q2 		$133K Hold
3,025
– – ﹤0.01% 1534
2022
Q1 		$166K Buy
3,025
+400
+15% +$21.4K ﹤0.01% 1506
2021
Q4 		$132K Sell
2,625
-103
-4% -$4.92K ﹤0.01% 1598
2021
Q3 		$127K Buy
2,728
+170
+7% +$7.49K ﹤0.01% 1528
2021
Q2 		$115K Hold
2,558
– – ﹤0.01% 1534
2021
Q1 		$127K Hold
2,558
– – ﹤0.01% 1398
2020
Q4 		$101K Sell
2,558
-8,219
-76% -$273K ﹤0.01% 1399
2020
Q3 		$303K Buy
10,777
+8,219
+321% +$228K ﹤0.01% 895
2020
Q2 		$70K Hold
2,558
– – ﹤0.01% 1343
2020
Q1 		$47K Buy
2,558
+1,661
+185% +$72.9K ﹤0.01% 1408
2019
Q4 		$50K Buy
897
+364
+68% +$20.5K ﹤0.01% 1461
2019
Q3 		$31K Sell
533
-250
-32% -$13.2K ﹤0.01% 1570
2019
Q2 		$37K Sell
783
-36
-4% -$1.86K ﹤0.01% 1504
2019
Q1 		$43K Buy
819
+286
+54% +$15.3K ﹤0.01% 1416
2018
Q4 		$25K Sell
533
-426
-44% -$22.2K ﹤0.01% 1516
2018
Q3 		$50K Buy
959
+426
+80% +$23.6K ﹤0.01% 1322
2018
Q2 		$34K Hold
533
– – ﹤0.01% 1394
2018
Q1 		$34K Sell
533
-365
-41% -$24.1K ﹤0.01% 1343
2017
Q4 		$58K Buy
+898
New +$58.8K ﹤0.01% 1099
2014
Q2 		– Sell
-560
Closed -$29K – 1298
2014
Q1 		$29K Buy
560
+7
+1% +$360 ﹤0.01% 690
2013
Q4 		$27K Buy
553
+8
+1% +$371 ﹤0.01% 722
2013
Q3 		$24K Buy
+545
New +$23.5K ﹤0.01% 709

Other funds holding FUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
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
DC
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

Northwestern Mutual Wealth Management's FUN Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Cedar Fair (FUN) stake by 34% in Q1 2026, buying an estimated $3K and bringing the position to 700 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Northwestern Mutual Wealth Management first reported a position in FUN in Q3 2013 and has held it in 37 quarters since. The position peaked at $303K in Q3 2020. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Northwestern Mutual Wealth Management held 700 shares of Cedar Fair worth $12.4K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 178 Cedar Fair shares in Q1 2026, an estimated $3K.
  • Cedar Fair made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2992 holding.
  • Northwestern Mutual Wealth Management first reported a position in Cedar Fair in Q3 2013 and has held it in 37 quarters since.
  • Northwestern Mutual Wealth Management's Cedar Fair position peaked at $303K in Q3 2020.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.