CWM
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CarsonAllaria Wealth Management’s Vail Resorts MTN Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-25
Closed -$3.93K – 241
2025
Q2 		$3.93K Hold
25
– – ﹤0.01% 297
2025
Q1 		$4K Buy
+25
New +$4.16K ﹤0.01% 300

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 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

CarsonAllaria Wealth Management's MTN Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Vail Resorts (MTN) in Q3 2025, closing a stake of 25 shares — an estimated $3.93K sold.

CarsonAllaria Wealth Management first reported a position in MTN in Q1 2025 and held it in 2 quarters. The position peaked at $4K in Q1 2025. 470 funds tracked by Wall St. Rank hold MTN as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Vail Resorts position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 25 Vail Resorts shares in Q3 2025, an estimated $3.93K.
  • CarsonAllaria Wealth Management first reported a position in Vail Resorts in Q1 2025 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vail Resorts position peaked at $4K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.