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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
Q2 		$17K Sell
125
-4
-3% -$521 ﹤0.01% 2566
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
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
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

EverSource Wealth Advisors's MTN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vail Resorts (MTN) stake by 3.1% in Q2 2026, selling an estimated $521 and leaving 125 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

EverSource Wealth Advisors first reported a position in MTN in Q3 2022 and has held it in 16 quarters since. The position peaked at $27.3K in Q2 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • EverSource Wealth Advisors held 125 shares of Vail Resorts worth $17K as of Q2 2026.
  • EverSource Wealth Advisors sold 4 Vail Resorts shares in Q2 2026, an estimated $521.
  • Vail Resorts made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2566 holding.
  • EverSource Wealth Advisors first reported a position in Vail Resorts in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Vail Resorts position peaked at $27.3K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.