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Clearstead Advisors’s Vail Resorts MTN Stock Holding History

Clearstead 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
Q2 		$51.3K Buy
376
+53
+16% +$6.9K ﹤0.01% 1486
2026
Q1 		$41.5K Sell
323
-101
-24% -$13.8K ﹤0.01% 1314
2025
Q4 		$56.4K Buy
424
+75
+21% +$11K ﹤0.01% 1352
2025
Q3 		$52.3K Buy
349
+1
+0.3% +$155 ﹤0.01% 1266
2025
Q2 		$54.8K Buy
348
+35
+11% +$5.2K ﹤0.01% 1262
2025
Q1 		$50.2K Sell
313
-13
-4% -$2.16K ﹤0.01% 1174
2024
Q4 		$61.2K Buy
326
+13
+4% +$2.33K ﹤0.01% 1123
2024
Q3 		$54.6K Hold
313
– – ﹤0.01% 1185
2024
Q2 		$56.5K Hold
313
– – ﹤0.01% 1131
2024
Q1 		$63.6K Hold
313
– – ﹤0.01% 709
2023
Q4 		$66.9K Sell
313
-100
-24% -$21.9K ﹤0.01% 676
2023
Q3 		$91.7K Hold
413
– – 0.01% 566
2023
Q2 		$104K Hold
413
– – 0.01% 569
2023
Q1 		$96.6K Hold
413
– – 0.01% 516
2022
Q4 		$98.6K Buy
413
+100
+32% +$23.5K 0.01% 498
2022
Q3 		$68K Hold
313
– – 0.01% 549
2022
Q2 		$68K Hold
313
– – 0.01% 564
2022
Q1 		$82K Hold
313
– – 0.01% 586
2021
Q4 		$103K Buy
+313
New +$107K 0.01% 518

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
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

Clearstead Advisors's MTN Position: Q2 2026 in Review

Clearstead Advisors increased its Vail Resorts (MTN) stake by 16% in Q2 2026, buying an estimated $6.9K and bringing the position to 376 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Clearstead Advisors first reported a position in MTN in Q4 2021 and has held it in 19 quarters since. The position peaked at $104K in Q2 2023. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Clearstead Advisors held 376 shares of Vail Resorts worth $51.3K as of Q2 2026.
  • Clearstead Advisors bought 53 Vail Resorts shares in Q2 2026, an estimated $6.9K.
  • Vail Resorts made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1486 holding.
  • Clearstead Advisors first reported a position in Vail Resorts in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Vail Resorts position peaked at $104K in Q2 2023.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.