Creative Financial Designs’s Vail Resorts MTN Stock Holding History

Creative Financial Designs’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	-721	Closed	-$113K	–	2105
2025 Q2	$113K	Buy	721 +17	+2%	+$2.53K	0.01%	636
2025 Q1	$113K	Buy	704 +317	+82%	+$52.7K	0.01%	580
2024 Q4	$72.6K	Sell	387 -25	-6%	-$4.47K	0.01%	680
2024 Q3	$71.8K	Buy	412 +89	+28%	+$15.9K	0.01%	676
2024 Q2	$58.1K	Buy	323 +53	+20%	+$10.5K	0.01%	720
2024 Q1	$60.2K	Hold	270	–	–	0.01%	683
2023 Q4	$57.6K	Sell	270 -20	-7%	-$4.38K	0.01%	646
2023 Q3	$64.3K	Hold	290	–	–	0.01%	570
2023 Q2	$73K	Sell	290 -25	-8%	-$6.09K	0.01%	549
2023 Q1	$73.6K	Sell	315 -45	-13%	-$10.8K	0.01%	514
2022 Q4	$85.8K	Buy	+360	New	+$84.5K	0.01%	471

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Creative Financial Designs's MTN Position: Q3 2025 in Review

Creative Financial Designs sold out of Vail Resorts (MTN) in Q3 2025, closing a stake of 721 shares — an estimated $113K sold.

Creative Financial Designs first reported a position in MTN in Q4 2022 and held it in 11 quarters. The position peaked at $113K in Q2 2025. 471 funds tracked by Wall St. Rank hold MTN as of Q3 2025.

Creative Financial Designs reported no remaining Vail Resorts position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 721 Vail Resorts shares in Q3 2025, an estimated $113K.
Creative Financial Designs first reported a position in Vail Resorts in Q4 2022 and held it in 11 quarters.
Creative Financial Designs's Vail Resorts position peaked at $113K in Q2 2025.
471 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.