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Spire Wealth Management’s Cedar Fair FUN Stock Holding History

Spire 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
2025
Q4 		– Sell
-268
Closed -$6.09K – 2374
2025
Q3 		$6.09K Buy
268
+157
+141% +$4.17K ﹤0.01% 1911
2025
Q2 		$3.38K Sell
111
-77
-41% -$2.58K ﹤0.01% 2055
2025
Q1 		$6.71K Sell
188
-233
-55% -$9.91K ﹤0.01% 1979
2024
Q4 		$20.3K Buy
+421
New +$18.5K ﹤0.01% 1620
2022
Q2 		– Sell
-400
Closed -$22K – 2729
2022
Q1 		$22K Hold
400
– – ﹤0.01% 1771
2021
Q4 		$20K Sell
400
-260
-39% -$12.4K ﹤0.01% 2113
2021
Q3 		$31K Sell
660
-260
-28% -$11.5K ﹤0.01% 1670
2021
Q2 		$41K Buy
920
+500
+119% +$23.7K ﹤0.01% 1563
2021
Q1 		$21K Buy
+420
New +$19.1K ﹤0.01% 2128

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's FUN Position: Q4 2025 in Review

Spire Wealth Management sold out of Cedar Fair (FUN) in Q4 2025, closing a stake of 268 shares — an estimated $6.09K sold.

Spire Wealth Management first reported a position in FUN in Q1 2021 and held it in 9 quarters. The position peaked at $41K in Q2 2021. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

  • Spire Wealth Management reported no remaining Cedar Fair position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 268 Cedar Fair shares in Q4 2025, an estimated $6.09K.
  • Spire Wealth Management first reported a position in Cedar Fair in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Cedar Fair position peaked at $41K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.