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
2026 Q2	$22.7K	Buy	+2,000	New	+$260K	﹤0.01%	4184
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 New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

OMC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPA

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

Creative Planning's MTN Position: Q2 2026 in Review

Creative Planning increased its Vail Resorts (MTN) stake by 18% in Q2 2026, buying an estimated $168K and bringing the position to 8,284 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

Creative Planning first reported a position in MTN in Q1 2014 and has held it in 47 quarters since. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Creative Planning held 8,284 shares of Vail Resorts worth $1.13M as of Q2 2026.
Creative Planning bought 1,293 Vail Resorts shares in Q2 2026, an estimated $168K.
Vail Resorts made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2543 holding.
Creative Planning first reported a position in Vail Resorts in Q1 2014 and has held it in 47 quarters since.
439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.