EI
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Ethic Inc’s Vail Resorts MTN Stock Holding History

Ethic Inc’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
2025
Q4 		– Sell
-1,503
Closed -$225K – 1258
2025
Q3 		$225K Sell
1,503
-1,997
-57% -$310K ﹤0.01% 1081
2025
Q2 		$550K Buy
3,500
+1,254
+56% +$186K 0.01% 780
2025
Q1 		$355K Buy
+2,246
New +$373K 0.01% 891
2024
Q4 		– Sell
-2,930
Closed -$653K – 1201
2024
Q3 		$653K Buy
2,930
+1,005
+52% +$180K 0.02% 694
2024
Q2 		$347K Sell
1,925
-1,005
-34% -$200K 0.01% 869
2024
Q1 		$653K Buy
2,930
+340
+13% +$75.6K 0.02% 693
2023
Q4 		$553K Buy
2,590
+562
+28% +$123K 0.02% 706
2023
Q3 		$450K Buy
2,028
+662
+48% +$157K 0.02% 711
2023
Q2 		$344K Buy
1,366
+182
+15% +$44.4K 0.01% 752
2023
Q1 		$277K Buy
+1,184
New +$285K 0.01% 808

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ethic Inc's MTN Position: Q4 2025 in Review

Ethic Inc sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 1,503 shares — an estimated $225K sold.

Ethic Inc first reported a position in MTN in Q1 2023 and held it in 10 quarters. The position peaked at $653K in Q3 2024. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

  • Ethic Inc reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
  • Ethic Inc sold 1,503 Vail Resorts shares in Q4 2025, an estimated $225K.
  • Ethic Inc first reported a position in Vail Resorts in Q1 2023 and held it in 10 quarters.
  • Ethic Inc's Vail Resorts position peaked at $653K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on Ethic Inc's 13F filing for Q4 2025, filed 3 Feb 2026.