Abound Wealth Management’s Vail Resorts MTN Stock Holding History

Abound Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Hold	80	–	–	﹤0.01%	460
2026 Q1	$10.3K	Hold	80	–	–	﹤0.01%	541
2025 Q4	$10.6K	Hold	80	–	–	﹤0.01%	496
2025 Q3	$12K	Hold	80	–	–	﹤0.01%	455
2025 Q2	$12.6K	Hold	80	–	–	﹤0.01%	406
2025 Q1	$12.8K	Hold	80	–	–	﹤0.01%	369
2024 Q4	$15K	Hold	80	–	–	﹤0.01%	329
2024 Q3	$13.9K	Hold	80	–	–	﹤0.01%	359
2024 Q2	$14.4K	Hold	80	–	–	0.01%	311
2024 Q1	$17.8K	Hold	80	–	–	0.01%	272
2023 Q4	$17.1K	Hold	80	–	–	0.01%	292
2023 Q3	$17.8K	Hold	80	–	–	0.01%	234
2023 Q2	$20.1K	Hold	80	–	–	0.01%	216
2023 Q1	$18.7K	Hold	80	–	–	0.01%	216
2022 Q4	$19.1K	Hold	80	–	–	0.01%	195
2022 Q3	$17.3K	Buy	+80	New	+$18.2K	0.01%	207

Other funds holding MTN

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return