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 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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ERP

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CIM

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

Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PIM

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Elevation Wealth Partners's MTN Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Vail Resorts (MTN) in Q2 2026: 78 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in MTN as recently as Q4 2025.

Elevation Wealth Partners first reported a position in MTN in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.3K in Q1 2024. 115 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Elevation Wealth Partners held 78 shares of Vail Resorts worth $10.6K as of Q2 2026.
Vail Resorts was a new Elevation Wealth Partners position in Q2 2026.
Vail Resorts made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #792 holding.
Elevation Wealth Partners first reported a position in Vail Resorts in Q4 2023 and has held it in 10 quarters since.
Elevation Wealth Partners's Vail Resorts position peaked at $22.3K in Q1 2024.
115 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.