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Carolinas Wealth Consulting’s Vail Resorts MTN Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-14
Closed -$2.24K – 605
2025
Q1 		$2.24K Buy
14
+2
+17% +$332 ﹤0.01% 780
2024
Q4 		$2.28K Hold
12
– – ﹤0.01% 801
2024
Q3 		$2.09K Buy
12
+2
+20% +$358 ﹤0.01% 810
2024
Q2 		$1.8K Sell
10
-1
-9% -$199 ﹤0.01% 820
2024
Q1 		$2.52K Buy
+11
New +$2.44K ﹤0.01% 757
2022
Q3 		– Sell
-14
Closed -$3K – 925
2022
Q2 		$3K Buy
+14
New +$3.42K ﹤0.01% 729
2020
Q4 		– Sell
-7
Closed -$1K – 972
2020
Q3 		$1K Buy
+7
New +$1.44K ﹤0.01% 855

Other funds holding MTN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Carolinas Wealth Consulting's MTN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vail Resorts (MTN) in Q2 2025, closing a stake of 14 shares — an estimated $2.24K sold.

Carolinas Wealth Consulting first reported a position in MTN in Q3 2020 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 453 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vail Resorts position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Vail Resorts shares in Q2 2025, an estimated $2.24K.
  • Carolinas Wealth Consulting first reported a position in Vail Resorts in Q3 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Vail Resorts position peaked at $3K in Q2 2022.
  • 453 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.