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Wealthspire Advisors (New York)’s Cedar Fair FUN Stock Holding History

Wealthspire Advisors (New York)’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
-54
Closed -$1.23K – 1733
2025
Q3 		$1.23K Buy
+54
New +$1.43K ﹤0.01% 2711

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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
DC
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s FUN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cedar Fair (FUN) in Q4 2025, closing a stake of 54 shares — an estimated $1.23K sold.

Wealthspire Advisors (New York) first reported a position in FUN in Q3 2025 and held it in 1 quarter. The position peaked at $1.23K in Q3 2025. 304 funds tracked by Wall St. Rank hold FUN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cedar Fair position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 54 Cedar Fair shares in Q4 2025, an estimated $1.23K.
  • Wealthspire Advisors (New York) first reported a position in Cedar Fair in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cedar Fair position peaked at $1.23K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.