Bell Investment Advisors’s Vail Resorts MTN Stock Holding History

Bell Investment 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 Q1	$2.18K	Hold	17	–	–	﹤0.01%	1303
2025 Q4	$2.26K	Sell	17 -6	-26%	-$883	﹤0.01%	1308
2025 Q3	$3.44K	Hold	23	–	–	﹤0.01%	1100
2025 Q2	$3.61K	Hold	23	–	–	﹤0.01%	1132
2025 Q1	$3.68K	Hold	23	–	–	﹤0.01%	1054
2024 Q4	$4.31K	Sell	23 -6	-21%	-$1.07K	﹤0.01%	988
2024 Q3	$5.05K	Sell	29 -5	-15%	-$895	﹤0.01%	923
2024 Q2	$6.13K	Buy	34 +5	+17%	+$994	﹤0.01%	830
2024 Q1	$6.46K	Sell	29 -2	-6%	-$445	﹤0.01%	781
2023 Q4	$6.62K	Buy	31 +13	+72%	+$2.85K	﹤0.01%	730
2023 Q3	$4K	Sell	18 -6	-25%	-$1.42K	﹤0.01%	927
2023 Q2	$6.04K	Buy	24 +13	+118%	+$3.17K	﹤0.01%	720
2023 Q1	$2.57K	Buy	11 +2	+22%	+$482	﹤0.01%	1118
2022 Q4	$2.15K	Hold	9	–	–	﹤0.01%	1250
2022 Q3	$2K	Buy	9 +1	+13%	+$227	﹤0.01%	1159
2022 Q2	$2K	Buy	+8	New	+$1.96K	﹤0.01%	1191
2021 Q4	$3K	Buy	10 +4	+67%	+$1.36K	﹤0.01%	1002
2021 Q3	$2K	Buy	+6	New	+$1.85K	﹤0.01%	1108

Other funds holding MTN

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return