Bogart Wealth LLC’s Vail Resorts MTN Stock Holding History

Bogart Wealth LLC’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	$3.68K	Buy	27 +23	+575%	+$2.99K	﹤0.01%	1292
2026 Q1	$513	Buy	+4	New	+$546	﹤0.01%	1578
2025 Q4	–	Sell	-3	Closed	-$449	–	1649
2025 Q3	$449	Buy	+3	New	+$466	﹤0.01%	1451
2025 Q1	–	Sell	-6	Closed	-$1.13K	–	1479
2024 Q4	$1.13K	Buy	+6	New	+$1.07K	﹤0.01%	1190

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

Bogart Wealth LLC's MTN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vail Resorts (MTN) stake by 575% in Q2 2026, buying an estimated $2.99K and bringing the position to 27 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Bogart Wealth LLC first reported a position in MTN in Q4 2024 and has held it in 4 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Bogart Wealth LLC held 27 shares of Vail Resorts worth $3.68K as of Q2 2026.
Bogart Wealth LLC bought 23 Vail Resorts shares in Q2 2026, an estimated $2.99K.
Vail Resorts made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1292 holding.
Bogart Wealth LLC first reported a position in Vail Resorts in Q4 2024 and has held it in 4 quarters since.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.