Root Financial Partners’s Cedar Fair FUN Stock Holding History

Root Financial Partners’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	-140	Closed	-$3.18K	–	2471
2025 Q3	$3.18K	Buy	+140	New	+$3.72K	﹤0.01%	1868

Other funds holding FUN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's FUN Position: Q4 2025 in Review

Root Financial Partners sold out of Cedar Fair (FUN) in Q4 2025, closing a stake of 140 shares — an estimated $3.18K sold.

Root Financial Partners first reported a position in FUN in Q3 2025 and held it in 1 quarter. The position peaked at $3.18K in Q3 2025. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

Root Financial Partners reported no remaining Cedar Fair position as of Q4 2025 after selling out during the quarter.
Root Financial Partners sold 140 Cedar Fair shares in Q4 2025, an estimated $3.18K.
Root Financial Partners first reported a position in Cedar Fair in Q3 2025 and held it in 1 quarter.
Root Financial Partners's Cedar Fair position peaked at $3.18K in Q3 2025.
304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.