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Advisory Research’s Vail Resorts MTN Stock Holding History

Advisory Research’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
Q1 		$1.61M Sell
12,545
-160
-1% -$21.8K 0.2% 81
2025
Q4 		$1.69M Buy
12,705
+1,625
+15% +$239K 0.21% 81
2025
Q3 		$1.66M Hold
11,080
– – 0.22% 85
2025
Q2 		$1.74M Buy
+11,080
New +$1.65M 0.27% 79
2021
Q4 		– Sell
-685
Closed -$229K – 370
2021
Q3 		$229K Sell
685
-2,175
-76% -$671K 0.01% 309
2021
Q2 		$905K Sell
2,860
-875
-23% -$279K 0.06% 222
2021
Q1 		$1.09M Hold
3,735
– – 0.08% 195
2020
Q4 		$1.04M Sell
3,735
-190
-5% -$49.1K 0.08% 190
2020
Q3 		$840K Buy
3,925
+420
+12% +$86.6K 0.08% 192
2020
Q2 		$638K Hold
3,505
– – 0.06% 224
2020
Q1 		$518K Buy
+3,505
New +$754K 0.04% 189
2018
Q4 		– Sell
-1,311
Closed -$360K – 380
2018
Q3 		$360K Sell
1,311
-1,196
-48% -$344K 0.01% 327
2018
Q2 		$687K Buy
2,507
+1,038
+71% +$254K 0.01% 289
2018
Q1 		$326K Buy
1,469
+178
+14% +$39K 0.01% 343
2017
Q4 		$274K Sell
1,291
-2,256
-64% -$505K ﹤0.01% 378
2017
Q3 		$809K Sell
3,547
-11,861
-77% -$2.58M 0.01% 330
2017
Q2 		$3.13M Sell
15,408
-18,030
-54% -$3.63M 0.05% 184
2017
Q1 		$6.42M Sell
33,438
-971
-3% -$172K 0.09% 136
2016
Q4 		$5.55M Buy
+34,409
New +$5.46M 0.08% 121
2014
Q2 		– Sell
-489,487
Closed -$34.1M – 553
2014
Q1 		$34.1M Sell
489,487
-253,614
-34% -$18M 0.35% 70
2013
Q4 		$55.9M Sell
743,101
-160,887
-18% -$11.6M 0.58% 58
2013
Q3 		$62.7M Sell
903,988
-88,597
-9% -$5.99M 0.68% 53
2013
Q2 		$61.1M Buy
+992,585
New +$62M 0.69% 50

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Research's MTN Position: Q1 2026 in Review

Advisory Research reduced its Vail Resorts (MTN) stake by 1.3% in Q1 2026, selling an estimated $21.8K and leaving 12,545 shares worth $1.61M. The position accounts for 0.2% of the portfolio, ranked #81.

Advisory Research first reported a position in MTN in Q2 2013 and has held it in 23 quarters since. The position peaked at $62.7M in Q3 2013. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Advisory Research held 12,545 shares of Vail Resorts worth $1.61M as of Q1 2026.
  • Advisory Research sold 160 Vail Resorts shares in Q1 2026, an estimated $21.8K.
  • Vail Resorts made up 0.2% of Advisory Research's portfolio in Q1 2026, its #81 holding.
  • Advisory Research first reported a position in Vail Resorts in Q2 2013 and has held it in 23 quarters since.
  • Advisory Research's Vail Resorts position peaked at $62.7M in Q3 2013.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.