EF
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Empowered Funds’s Vail Resorts MTN Stock Holding History

Empowered Funds’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
Q1 		$4.86M Buy
37,900
+7,483
+25% +$1.02M 0.03% 654
2025
Q4 		$4.04M Sell
30,417
-25,934
-46% -$3.82M 0.07% 303
2025
Q3 		$8.43M Buy
56,351
+51,052
+963% +$7.92M 0.09% 293
2025
Q2 		$833K Buy
+5,299
New +$787K 0.01% 1144
2024
Q4 		– Sell
-3,076
Closed -$536K – 1712
2024
Q3 		$536K Buy
3,076
+727
+31% +$130K 0.01% 1076
2024
Q2 		$423K Buy
+2,349
New +$467K 0.01% 1102

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 $5.7T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M 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