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
Q2 		$5.09K Sell
239
-461
-66% -$9.41K ﹤0.01% 3372
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 $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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's FUN Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Cedar Fair (FUN) stake by 66% in Q2 2026, selling an estimated $9.41K and leaving 239 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Northwestern Mutual Wealth Management first reported a position in FUN in Q3 2013 and has held it in 38 quarters since. The position peaked at $303K in Q3 2020. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Northwestern Mutual Wealth Management held 239 shares of Cedar Fair worth $5.09K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 461 Cedar Fair shares in Q2 2026, an estimated $9.41K.
  • Cedar Fair made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3372 holding.
  • Northwestern Mutual Wealth Management first reported a position in Cedar Fair in Q3 2013 and has held it in 38 quarters since.
  • Northwestern Mutual Wealth Management's Cedar Fair position peaked at $303K in Q3 2020.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.