Rise Advisors’s Cedar Fair FUN Stock Holding History

Rise 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
2025 Q4	–	Sell	-208	Closed	-$4.73K	–	617
2025 Q3	$4.73K	Hold	208	–	–	﹤0.01%	1148
2025 Q2	$6.33K	Hold	208	–	–	﹤0.01%	1144
2025 Q1	$7.42K	Buy	+208	New	+$8.85K	﹤0.01%	1124

Other funds holding FUN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Rise Advisors's FUN Position: Q4 2025 in Review

Rise Advisors sold out of Cedar Fair (FUN) in Q4 2025, closing a stake of 208 shares — an estimated $4.73K sold.

Rise Advisors first reported a position in FUN in Q1 2025 and held it in 3 quarters. The position peaked at $7.42K in Q1 2025. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

Rise Advisors reported no remaining Cedar Fair position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 208 Cedar Fair shares in Q4 2025, an estimated $4.73K.
Rise Advisors first reported a position in Cedar Fair in Q1 2025 and held it in 3 quarters.
Rise Advisors's Cedar Fair position peaked at $7.42K in Q1 2025.
304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.