DiNuzzo Private Wealth’s Vail Resorts MTN Stock Holding History

DiNuzzo Private Wealth’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	$817	Hold	6	–	–	﹤0.01%	963
2026 Q1	$770	Hold	6	–	–	﹤0.01%	956
2025 Q4	$797	Buy	6 +1	+20%	+$147	﹤0.01%	946
2025 Q3	$819	Hold	5	–	–	﹤0.01%	937
2025 Q2	$786	Buy	5 +1	+25%	+$149	﹤0.01%	935
2025 Q1	$641	Buy	4 +2	+100%	+$332	﹤0.01%	967
2024 Q4	$375	Sell	2 -3	-60%	-$537	﹤0.01%	1160
2024 Q3	$872	Hold	5	–	–	﹤0.01%	909
2024 Q2	$901	Buy	5 +1	+25%	+$199	﹤0.01%	827
2024 Q1	$892	Hold	4	–	–	﹤0.01%	780
2023 Q4	$854	Buy	+4	New	+$876	﹤0.01%	769

Other funds holding MTN

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return