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 Q2	$1.66M	Sell	12,174 -371	-3%	-$48.3K	0.17%	87
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 New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Advisory Research's MTN Position: Q2 2026 in Review

Advisory Research reduced its Vail Resorts (MTN) stake by 3% in Q2 2026, selling an estimated $48.3K and leaving 12,174 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #87.

Advisory Research first reported a position in MTN in Q2 2013 and has held it in 24 quarters since. The position peaked at $62.7M in Q3 2013. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Advisory Research held 12,174 shares of Vail Resorts worth $1.66M as of Q2 2026.
Advisory Research sold 371 Vail Resorts shares in Q2 2026, an estimated $48.3K.
Vail Resorts made up 0.17% of Advisory Research's portfolio in Q2 2026, its #87 holding.
Advisory Research first reported a position in Vail Resorts in Q2 2013 and has held it in 24 quarters since.
Advisory Research's Vail Resorts position peaked at $62.7M in Q3 2013.
439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.