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Atria Investments’s Vail Resorts MTN Stock Holding History

Atria Investments’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 		$842K Buy
6,560
+729
+13% +$99.4K 0.01% 1157
2025
Q4 		$774K Sell
5,831
-1,344
-19% -$198K 0.01% 1209
2025
Q3 		$1.07M Sell
7,175
-98
-1% -$15.2K 0.01% 1019
2025
Q2 		$1.14M Buy
7,273
+38
+0.5% +$5.64K 0.01% 961
2025
Q1 		$1.16M Buy
7,235
+258
+4% +$42.9K 0.01% 935
2024
Q4 		$1.31M Buy
6,977
+113
+2% +$20.2K 0.02% 852
2024
Q3 		$1.2M Buy
6,864
+676
+11% +$121K 0.01% 887
2024
Q2 		$1.11M Buy
+6,188
New +$1.23M 0.01% 886
2023
Q4 		– Sell
-4,721
Closed -$1.05M – 923
2023
Q3 		$1.05M Buy
+4,721
New +$1.12M 0.02% 825

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 $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M 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