AWP
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Accretive Wealth Partners’s Vail Resorts MTN Stock Holding History

Accretive Wealth Partners’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 		$846K Buy
6,217
+150
+2% +$19.5K 0.21% 95
2026
Q1 		$779K Buy
6,067
+158
+3% +$21.6K 0.22% 102
2025
Q4 		$785K Sell
5,909
-955
-14% -$141K 0.23% 93
2025
Q3 		$1.03M Buy
6,864
+516
+8% +$80.1K 0.31% 81
2025
Q2 		$997K Buy
6,348
+61
+1% +$9.06K 0.33% 84
2025
Q1 		$864K Buy
6,287
+993
+19% +$165K 0.31% 90
2024
Q4 		$992K Buy
5,294
+80
+2% +$14.3K 0.42% 80
2024
Q3 		$909K Sell
5,214
-84
-2% -$15K 0.38% 88
2024
Q2 		$954K Buy
5,298
+271
+5% +$53.9K 0.4% 80
2024
Q1 		$980K Buy
5,027
+132
+3% +$29.3K 0.43% 74
2023
Q4 		$1.04M Sell
4,895
-91
-2% -$19.9K 0.5% 67
2023
Q3 		$1.11M Buy
4,986
+131
+3% +$31.1K 0.66% 49
2023
Q2 		$1.22M Buy
4,855
+142
+3% +$34.6K 0.72% 45
2023
Q1 		$1.1M Buy
4,713
+185
+4% +$44.6K 0.7% 47
2022
Q4 		$1.08M Buy
4,528
+118
+3% +$27.7K 0.74% 45
2022
Q3 		$951K Buy
4,410
+42
+1% +$9.55K 0.72% 44
2022
Q2 		$952K Buy
4,368
+19
+0.4% +$4.65K 0.69% 49
2022
Q1 		$1.13M Buy
4,349
+123
+3% +$33.5K 0.71% 48
2021
Q4 		$1.39M Buy
4,226
+40
+1% +$13.6K 0.88% 37
2021
Q3 		$1.4M Buy
4,186
+167
+4% +$51.5K 0.99% 27
2021
Q2 		$1.27M Buy
4,019
+279
+7% +$88.9K 0.92% 29
2021
Q1 		$1.09M Buy
3,740
+260
+7% +$75.7K 0.98% 32
2020
Q4 		$971K Buy
+3,480
New +$899K 0.96% 35

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Accretive Wealth Partners's MTN Position: Q2 2026 in Review

Accretive Wealth Partners increased its Vail Resorts (MTN) stake by 2.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 6,217 shares worth $846K. The position accounts for 0.21% of the portfolio, ranked #95.

Accretive Wealth Partners first reported a position in MTN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q3 2021. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Accretive Wealth Partners held 6,217 shares of Vail Resorts worth $846K as of Q2 2026.
  • Accretive Wealth Partners bought 150 Vail Resorts shares in Q2 2026, an estimated $19.5K.
  • Vail Resorts made up 0.21% of Accretive Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Accretive Wealth Partners first reported a position in Vail Resorts in Q4 2020 and has held it in 23 quarters since.
  • Accretive Wealth Partners's Vail Resorts position peaked at $1.4M in Q3 2021.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.