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Arkadios Wealth Advisors’s Vail Resorts MTN Stock Holding History

Arkadios Wealth Advisors’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 		$344K Buy
2,528
+167
+7% +$21.7K 0.01% 1321
2026
Q1 		$303K Buy
2,361
+447
+23% +$61K ﹤0.01% 1360
2025
Q4 		$254K Sell
1,914
-188
-9% -$27.7K ﹤0.01% 1330
2025
Q3 		$314K Sell
2,102
-169
-7% -$26.2K 0.01% 1139
2025
Q2 		$357K Buy
2,271
+3
+0.1% +$446 0.01% 989
2025
Q1 		$363K Buy
2,268
+29
+1% +$4.82K 0.01% 828
2024
Q4 		$420K Sell
2,239
-83
-4% -$14.8K 0.02% 614
2024
Q3 		$405K Buy
2,322
+477
+26% +$85.3K 0.02% 618
2024
Q2 		$332K Sell
1,845
-28
-1% -$5.57K 0.02% 603
2024
Q1 		$417K Sell
1,873
-91
-5% -$20.2K 0.03% 433
2023
Q4 		$419K Sell
1,964
-139
-7% -$30.5K 0.04% 419
2023
Q3 		$467K Sell
2,103
-40
-2% -$9.49K 0.04% 353
2023
Q2 		$539K Sell
2,143
-81
-4% -$19.7K 0.06% 282
2023
Q1 		$520K Buy
2,224
+364
+20% +$87.7K 0.06% 291
2022
Q4 		$443K Buy
1,860
+26
+1% +$6.1K 0.06% 308
2022
Q3 		$395K Sell
1,834
-415
-18% -$94.4K 0.06% 324
2022
Q2 		$490K Buy
2,249
+1,205
+115% +$295K 0.07% 283
2022
Q1 		$272K Buy
+1,044
New +$284K 0.04% 452
2021
Q1 		– Sell
-3
Closed – – 1705
2020
Q4 		$0 Buy
+3
New +$775 ﹤0.01% 1430

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

Arkadios Wealth Advisors's MTN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Vail Resorts (MTN) stake by 7.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,528 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1321.

Arkadios Wealth Advisors first reported a position in MTN in Q4 2020 and has held it in 19 quarters since. The position peaked at $539K in Q2 2023. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Arkadios Wealth Advisors held 2,528 shares of Vail Resorts worth $344K as of Q2 2026.
  • Arkadios Wealth Advisors bought 167 Vail Resorts shares in Q2 2026, an estimated $21.7K.
  • Vail Resorts made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1321 holding.
  • Arkadios Wealth Advisors first reported a position in Vail Resorts in Q4 2020 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Vail Resorts position peaked at $539K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.