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Plante Moran Financial Advisors’s Cedar Fair FUN Stock Holding History

Plante Moran Financial 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 		$490 Buy
+23
New +$470 ﹤0.01% 1126
2022
Q3 		– Sell
-50
Closed -$2K – 926
2022
Q2 		$2K Buy
+50
New +$2.42K ﹤0.01% 814
2020
Q4 		– Sell
-404
Closed -$11K – 920
2020
Q3 		$11K Hold
404
– – ﹤0.01% 591
2020
Q2 		$11K Hold
404
– – ﹤0.01% 513
2020
Q1 		$7K Buy
404
+21
+5% +$922 ﹤0.01% 531
2019
Q4 		$21K Buy
383
+71
+23% +$4K 0.01% 452
2019
Q3 		$18K Buy
312
+5
+2% +$264 0.01% 516
2019
Q2 		$15K Buy
307
+6
+2% +$311 ﹤0.01% 513
2019
Q1 		$16K Buy
+301
New +$16.1K 0.01% 503
2018
Q3 		– Sell
-291
Closed -$18K – 787
2018
Q2 		$18K Buy
291
+27
+10% +$1.76K 0.01% 486
2018
Q1 		$17K Buy
264
+3
+1% +$198 0.01% 531
2017
Q4 		$17K Buy
261
+10
+4% +$655 0.01% 521
2017
Q3 		$16K Buy
251
+12
+5% +$805 0.01% 486
2017
Q2 		$17K Buy
239
+3
+1% +$211 0.01% 495
2017
Q1 		$16K Buy
236
+3
+1% +$197 0.01% 514
2016
Q4 		$15K Buy
233
+3
+1% +$180 0.01% 521
2016
Q3 		$13K Buy
230
+15
+7% +$891 0.01% 556
2016
Q2 		$12K Buy
215
+8
+4% +$468 0.01% 494
2016
Q1 		$12K Buy
207
+11
+6% +$607 0.01% 454
2015
Q4 		$11K Buy
196
+11
+6% +$611 0.01% 553
2015
Q3 		$10K Buy
185
+3
+2% +$163 0.01% 481
2015
Q2 		$10K Buy
182
+2
+1% +$115 0.01% 524
2015
Q1 		$10K Buy
180
+9
+5% +$486 0.01% 515
2014
Q4 		$8K Buy
171
+3
+2% +$140 0.01% 576
2014
Q3 		$8K Buy
168
+10
+6% +$498 0.01% 584
2014
Q2 		$8K Buy
158
+10
+7% +$519 0.01% 581
2014
Q1 		$8K Buy
148
+10
+7% +$514 0.01% 404
2013
Q4 		$7K Buy
138
+68
+97% +$3.16K ﹤0.01% 501
2013
Q3 		$3K Buy
+70
New +$3.02K ﹤0.01% 518

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

Plante Moran Financial Advisors's FUN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Cedar Fair (FUN) in Q2 2026: 23 shares worth $490. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FUN as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in FUN in Q3 2013 and has held it in 29 quarters since. The position peaked at $21K in Q4 2019. 312 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Plante Moran Financial Advisors held 23 shares of Cedar Fair worth $490 as of Q2 2026.
  • Cedar Fair was a new Plante Moran Financial Advisors position in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1126 holding.
  • Plante Moran Financial Advisors first reported a position in Cedar Fair in Q3 2013 and has held it in 29 quarters since.
  • Plante Moran Financial Advisors's Cedar Fair position peaked at $21K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.