Cornerstone Planning Group’s Vail Resorts MTN Stock Holding History

Cornerstone Planning Group’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	$1.35K	Sell	11 -4	-27%	-$546	﹤0.01%	1378
2025 Q4	$2K	Sell	15 -3,077	-100%	-$453K	﹤0.01%	1194
2025 Q3	$36.8K	Buy	3,092 +3,077	+20,513%	+$478K	0.01%	408
2025 Q2	$2.24K	Hold	15	–	–	﹤0.01%	914
2025 Q1	$2.08K	Hold	15	–	–	﹤0.01%	974
2024 Q4	$2.64K	Sell	15 -1	-6%	-$179	﹤0.01%	719
2024 Q3	$2.71K	Hold	16	–	–	﹤0.01%	705
2024 Q2	$2.73K	Sell	16 -3	-16%	-$597	﹤0.01%	703
2024 Q1	$3.71K	Sell	19 -2	-10%	-$445	﹤0.01%	567
2023 Q4	$4.48K	Sell	21 -10	-32%	-$2.19K	﹤0.01%	542
2023 Q3	$6.88K	Sell	31 -26	-46%	-$6.17K	﹤0.01%	492
2023 Q2	$14.3K	Buy	+57	New	+$13.9K	0.01%	528
2022 Q4	$982	Buy	+4	New	+$939	﹤0.01%	1363

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return