CT
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Clearstead Trust’s Vail Resorts MTN Stock Holding History

Clearstead Trust’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 		$2.05K Sell
16
-53
-77% -$7.23K ﹤0.01% 873
2025
Q4 		$9.16K Buy
69
+19
+38% +$2.8K ﹤0.01% 612
2025
Q3 		$7.48K Hold
50
– – ﹤0.01% 658
2025
Q2 		$7.86K Buy
50
+23
+85% +$3.42K ﹤0.01% 644
2025
Q1 		$4.32K Buy
+27
New +$4.49K ﹤0.01% 631
2023
Q4 		– Sell
-25
Closed -$5.55K – 451
2023
Q3 		$5.55K Buy
+25
New +$5.93K ﹤0.01% 377

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Capital International Investors
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BlackRock
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OMC
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return