EverSource Wealth Advisors’s Vail Resorts MTN Stock Holding History

EverSource Wealth Advisors’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	$16.6K	Buy	129 +35	+37%	+$4.77K	﹤0.01%	2626
2025 Q4	$12.5K	Sell	94 -71	-43%	-$10.4K	﹤0.01%	2694
2025 Q3	$24.7K	Sell	165 -9	-5%	-$1.4K	﹤0.01%	2209
2025 Q2	$27.3K	Buy	174 +155	+816%	+$23K	﹤0.01%	2048
2025 Q1	$3.04K	Sell	19 -54	-74%	-$8.97K	﹤0.01%	2727
2024 Q4	$13.7K	Buy	73 +29	+66%	+$5.19K	﹤0.01%	1842
2024 Q3	$7.67K	Buy	44 +29	+193%	+$5.19K	﹤0.01%	2012
2024 Q2	$2.73K	Sell	15 -4	-21%	-$795	﹤0.01%	2446
2024 Q1	$3.6K	Buy	19 +12	+171%	+$2.67K	﹤0.01%	2193
2023 Q4	$1.49K	Sell	7 -5	-42%	-$1.1K	﹤0.01%	2266
2023 Q3	$2.66K	Sell	12 -2	-14%	-$475	﹤0.01%	1925
2023 Q2	$3.52K	Buy	14 +10	+250%	+$2.44K	﹤0.01%	1863
2023 Q1	$935	Hold	4	–	–	﹤0.01%	2128
2022 Q4	$953	Hold	4	–	–	﹤0.01%	2104
2022 Q3	$1K	Buy	+4	New	+$910	﹤0.01%	1852

Other funds holding MTN

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return