Envestnet Portfolio Solutions’s Vail Resorts MTN Stock Holding History

Envestnet Portfolio Solutions’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	$675K	Sell	4,958 -90	-2%	-$11.7K	﹤0.01%	869
2026 Q1	$648K	Buy	+5,048	New	+$689K	﹤0.01%	793
2025 Q3	–	Sell	-1,777	Closed	-$279K	–	1538
2025 Q2	$279K	Sell	1,777 -290	-14%	-$43.1K	﹤0.01%	1372
2025 Q1	$331K	Sell	2,067 -825	-29%	-$137K	﹤0.01%	1238
2024 Q4	$542K	Buy	2,892 +401	+16%	+$71.7K	﹤0.01%	1207
2024 Q3	$434K	Sell	2,491 -5,497	-69%	-$983K	﹤0.01%	1273
2024 Q2	$1.44M	Buy	7,988 +1,626	+26%	+$323K	0.01%	740
2024 Q1	$1.42M	Buy	6,362 +1,284	+25%	+$285K	0.01%	733
2023 Q4	$1.08M	Sell	5,078 -1,353	-21%	-$296K	﹤0.01%	774
2023 Q3	$1.43M	Buy	+6,431	New	+$1.53M	0.01%	651

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

Envestnet Portfolio Solutions's MTN Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Vail Resorts (MTN) stake by 1.8% in Q2 2026, selling an estimated $11.7K and leaving 4,958 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Envestnet Portfolio Solutions first reported a position in MTN in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q2 2024. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Envestnet Portfolio Solutions held 4,958 shares of Vail Resorts worth $675K as of Q2 2026.
Envestnet Portfolio Solutions sold 90 Vail Resorts shares in Q2 2026, an estimated $11.7K.
Vail Resorts made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #869 holding.
Envestnet Portfolio Solutions first reported a position in Vail Resorts in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Vail Resorts position peaked at $1.44M in Q2 2024.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.