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Elevation Wealth Partners’s Vail Resorts MTN Stock Holding History

Elevation Wealth Partners’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
Q3 		$10.7K Hold
78
– – ﹤0.01% 868
2026
Q2 		$10.6K Buy
+78
New +$10.2K ﹤0.01% 792
2026
Q1 		– Sell
-6
Closed -$797 – 1117
2025
Q4 		$797 Sell
6
-94
-94% -$13.8K ﹤0.01% 882
2025
Q3 		$15K Hold
100
– – 0.01% 353
2025
Q2 		$15.7K Hold
100
– – 0.01% 334
2025
Q1 		$16K Hold
100
– – 0.01% 328
2024
Q4 		$18.7K Hold
100
– – 0.01% 315
2024
Q3 		$17.4K Hold
100
– – 0.01% 310
2024
Q2 		$18K Hold
100
– – 0.01% 297
2024
Q1 		$22.3K Hold
100
– – 0.01% 288
2023
Q4 		$22.2K Buy
+100
New +$21.9K 0.01% 274

Other funds holding MTN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's MTN Position: Q3 2026 in Review

Elevation Wealth Partners held its Vail Resorts (MTN) position steady in Q3 2026 at 78 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Elevation Wealth Partners first reported a position in MTN in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.3K in Q1 2024. 10 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

  • Elevation Wealth Partners held 78 shares of Vail Resorts worth $10.7K as of Q3 2026.
  • Elevation Wealth Partners left its Vail Resorts share count unchanged in Q3 2026.
  • Vail Resorts made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #868 holding.
  • Elevation Wealth Partners first reported a position in Vail Resorts in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Vail Resorts position peaked at $22.3K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.