Strategic Wealth Partners’s Cedar Fair FUN Stock Holding History

Strategic Wealth 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
2026 Q2	$15.5K	Hold	730	–	–	﹤0.01%	817
2026 Q1	$13K	Hold	730	–	–	﹤0.01%	822
2025 Q4	$11.2K	Hold	730	–	–	﹤0.01%	860
2025 Q3	$16.6K	Hold	730	–	–	﹤0.01%	777
2025 Q2	$22.2K	Buy	+730	New	+$24.5K	﹤0.01%	629
2019 Q4	–	Sell	-127	Closed	-$7	–	263
2019 Q3	$7	Sell	127 -74	-37%	-$3.9K	﹤0.01%	609
2019 Q2	$9K	Sell	201 -150	-43%	-$7.77K	﹤0.01%	567
2019 Q1	$18K	Buy	351 +146	+71%	+$7.79K	0.01%	388
2018 Q4	$11K	Buy	205 +4	+2%	+$209	0.01%	434
2018 Q3	$10K	Hold	201	–	–	0.01%	477
2018 Q2	$13K	Sell	201 -178	-47%	-$11.6K	0.01%	488
2018 Q1	$24K	Buy	379 +132	+53%	+$8.73K	0.01%	328
2017 Q4	$17K	Buy	+247	New	+$16.2K	0.01%	377

Other funds holding FUN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Strategic Wealth Partners's FUN Position: Q2 2026 in Review

Strategic Wealth Partners held its Cedar Fair (FUN) position steady in Q2 2026 at 730 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Strategic Wealth Partners first reported a position in FUN in Q4 2017 and has held it in 13 quarters since. The position peaked at $24K in Q1 2018. 311 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

Strategic Wealth Partners held 730 shares of Cedar Fair worth $15.5K as of Q2 2026.
Strategic Wealth Partners left its Cedar Fair share count unchanged in Q2 2026.
Cedar Fair made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #817 holding.
Strategic Wealth Partners first reported a position in Cedar Fair in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Cedar Fair position peaked at $24K in Q1 2018.
311 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.