Benjamin Edwards Inc’s Vail Resorts MTN Stock Holding History

Benjamin Edwards Inc’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	$857K	Buy	6,675 +797	+14%	+$109K	0.01%	811
2025 Q4	$781K	Buy	5,878 +119	+2%	+$17.5K	0.01%	800
2025 Q3	$861K	Buy	5,759 +1,420	+33%	+$220K	0.01%	743
2025 Q2	$682K	Buy	4,339 +1,047	+32%	+$156K	0.01%	750
2025 Q1	$527K	Buy	3,292 +635	+24%	+$106K	0.01%	764
2024 Q4	$498K	Buy	2,657 +734	+38%	+$131K	0.01%	823
2024 Q3	$335K	Buy	+1,923	New	+$344K	﹤0.01%	920
2023 Q4	–	Sell	-572	Closed	-$127K	–	656
2023 Q3	$127K	Sell	572 -27	-5%	-$6.41K	0.03%	355
2023 Q2	$151K	Buy	+599	New	+$146K	0.04%	318

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