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Essential Partners’s Vail Resorts MTN Stock Holding History

Essential 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 		– Sell
-7
Closed -$953 – 2946
2026
Q2 		$953 Buy
+7
New +$911 ﹤0.01% 2266
2026
Q1 		– Sell
-3
Closed -$398 – 2942
2025
Q4 		$398 Buy
+3
New +$442 ﹤0.01% 2280

Other funds holding MTN

ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MassMutual Private Wealth & Trust
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
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's MTN Position: Q3 2026 in Review

Essential Partners sold out of Vail Resorts (MTN) in Q3 2026, closing a stake of 7 shares — an estimated $953 sold.

Essential Partners first reported a position in MTN in Q4 2025 and held it in 2 quarters. The position peaked at $953 in Q2 2026. 26 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

  • Essential Partners reported no remaining Vail Resorts position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 7 Vail Resorts shares in Q3 2026, an estimated $953.
  • Essential Partners first reported a position in Vail Resorts in Q4 2025 and held it in 2 quarters.
  • Essential Partners's Vail Resorts position peaked at $953 in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.