Creative Planning
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Creative Planning’s Vail Resorts MTN Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-600
Closed -$4K – 4334
2014
Q4 		$4K Buy
600
+200
+50% +$17.3K ﹤0.01% 3602
2014
Q3 		$2K Buy
+400
New +$31.8K ﹤0.01% 3677

Other funds holding MTN

BAMCO Inc
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
VPM
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
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

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.