Creative Planning’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $897K | Buy |
6,991
+103
| +1% | +$14K | ﹤0.01% | 2548 |
|
|
2025
Q4 | $915K | Buy |
6,888
+2,237
| +48% | +$329K | ﹤0.01% | 2351 |
|
|
2025
Q3 | $696K | Buy |
4,651
+1,063
| +30% | +$165K | ﹤0.01% | 2437 |
|
|
2025
Q2 | $564K | Buy |
3,588
+1,064
| +42% | +$158K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $404K | Sell |
2,524
-225
| -8% | -$37.4K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $515K | Buy |
2,749
+227
| +9% | +$40.6K | ﹤0.01% | 2193 |
|
|
2024
Q3 | $440K | Buy |
2,522
+354
| +16% | +$63.3K | ﹤0.01% | 2217 |
|
|
2024
Q2 | $390K | Sell |
2,168
-42
| -2% | -$8.35K | ﹤0.01% | 2147 |
|
|
2024
Q1 | $493K | Buy |
2,210
+219
| +11% | +$48.7K | ﹤0.01% | 1860 |
|
|
2023
Q4 | $425K | Sell |
1,991
-156
| -7% | -$34.2K | ﹤0.01% | 1818 |
|
|
2023
Q3 | $476K | Sell |
2,147
-178
| -8% | -$42.2K | ﹤0.01% | 1595 |
|
|
2023
Q2 | $585K | Buy |
2,325
+171
| +8% | +$41.7K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $503K | Sell |
2,154
-599
| -22% | -$144K | ﹤0.01% | 1464 |
|
|
2022
Q4 | $656K | Sell |
2,753
-261
| -9% | -$61.2K | ﹤0.01% | 1271 |
|
|
2022
Q3 | $650K | Sell |
3,014
-385
| -11% | -$87.5K | ﹤0.01% | 1169 |
|
|
2022
Q2 | $741K | Sell |
3,399
-206
| -6% | -$50.4K | ﹤0.01% | 1104 |
|
|
2022
Q1 | $938K | Buy |
3,605
+1,933
| +116% | +$526K | ﹤0.01% | 1011 |
|
|
2021
Q4 | $548K | Buy |
1,672
+43
| +3% | +$14.7K | ﹤0.01% | 1250 |
|
|
2021
Q3 | $544K | Buy |
1,629
+196
| +14% | +$60.5K | ﹤0.01% | 1243 |
|
|
2021
Q2 | $454K | Sell |
1,433
-123
| -8% | -$39.2K | ﹤0.01% | 1337 |
|
|
2021
Q1 | $454K | Buy |
1,556
+287
| +23% | +$83.6K | ﹤0.01% | 1499 |
|
|
2020
Q4 | $354K | Sell |
1,269
-66
| -5% | -$17K | ﹤0.01% | 1516 |
|
|
2020
Q3 | $286K | Sell |
1,335
-677
| -34% | -$140K | ﹤0.01% | 1443 |
|
|
2020
Q2 | $366K | Sell |
2,012
-7
| -0.3% | -$1.22K | ﹤0.01% | 1195 |
|
|
2020
Q1 | $298K | Sell |
2,019
-34
| -2% | -$7.32K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $492K | Sell |
2,053
-104
| -5% | -$24.6K | ﹤0.01% | 1119 |
|
|
2019
Q3 | $491K | Buy |
2,157
+43
| +2% | +$10.2K | ﹤0.01% | 1076 |
|
|
2019
Q2 | $472K | Buy |
2,114
+7
| +0.3% | +$1.55K | ﹤0.01% | 1113 |
|
|
2019
Q1 | $458K | Buy |
2,107
+714
| +51% | +$146K | ﹤0.01% | 1085 |
|
|
2018
Q4 | $294K | Sell |
1,393
-3
| -0.2% | -$742 | ﹤0.01% | 1241 |
|
|
2018
Q3 | $383K | Buy |
1,396
+9
| +0.6% | +$2.59K | ﹤0.01% | 1242 |
|
|
2018
Q2 | $380K | Buy |
1,387
+26
| +2% | +$6.37K | ﹤0.01% | 1230 |
|
|
2018
Q1 | $302K | Sell |
1,361
-619
| -31% | -$135K | ﹤0.01% | 1338 |
|
|
2017
Q4 | $421K | Buy |
1,980
+522
| +36% | +$117K | ﹤0.01% | 1172 |
|
|
2017
Q3 | $333K | Buy |
1,458
+237
| +19% | +$51.5K | ﹤0.01% | 1268 |
|
|
2017
Q2 | $248K | Buy |
1,221
+32
| +3% | +$6.45K | ﹤0.01% | 1387 |
|
|
2017
Q1 | $228K | Buy |
1,189
+354
| +42% | +$62.7K | ﹤0.01% | 1410 |
|
|
2016
Q4 | $135K | Buy |
835
+498
| +148% | +$79.1K | ﹤0.01% | 1659 |
|
|
2016
Q3 | $53K | Buy |
337
+74
| +28% | +$11.3K | ﹤0.01% | 2313 |
|
|
2016
Q2 | $36K | Sell |
263
-14
| -5% | -$1.85K | ﹤0.01% | 2372 |
|
|
2016
Q1 | $37K | Sell |
277
-97
| -26% | -$12.1K | ﹤0.01% | 2311 |
|
|
2015
Q4 | $48K | Buy |
374
+119
| +47% | +$14K | ﹤0.01% | 2154 |
|
|
2015
Q3 | $27K | Buy |
+255
| New | +$27.6K | ﹤0.01% | 2499 |
|
|
2015
Q2 | – | Sell |
-395
| Closed | -$41K | – | 2297 |
|
|
2015
Q1 | $41K | Buy |
395
+190
| +93% | +$17.2K | ﹤0.01% | 2163 |
|
|
2014
Q4 | $19K | Buy |
+205
| New | +$17.8K | ﹤0.01% | 2696 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$7K | – | 3900 |
|
|
2014
Q1 | $7K | Buy |
+100
| New | +$7.09K | ﹤0.01% | 2933 |
|
Other funds holding MTN
OMC
VPM
VCM
Creative Planning's MTN Position: Q1 2026 in Review
Creative Planning increased its Vail Resorts (MTN) stake by 1.5% in Q1 2026, buying an estimated $14K and bringing the position to 6,991 shares worth $897K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.
Creative Planning first reported a position in MTN in Q1 2014 and has held it in 46 quarters since. The position peaked at $938K in Q1 2022. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.
- Creative Planning held 6,991 shares of Vail Resorts worth $897K as of Q1 2026.
- Creative Planning bought 103 Vail Resorts shares in Q1 2026, an estimated $14K.
- Vail Resorts made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2548 holding.
- Creative Planning first reported a position in Vail Resorts in Q1 2014 and has held it in 46 quarters since.
- Creative Planning's Vail Resorts position peaked at $938K in Q1 2022.
- 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.