Fiduciary Family Office’s Vail Resorts MTN Stock Holding History

Fiduciary Family Office’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 Q2	–	Sell	-2,387	Closed	-$382K	–	198
2025 Q1	$382K	Buy	+2,387	New	+$397K	0.13%	138
2024 Q4	–	Sell	-3,120	Closed	-$544K	–	189
2024 Q3	$544K	Buy	3,120 +51	+2%	+$9.12K	0.18%	119
2024 Q2	$553K	Buy	+3,069	New	+$610K	0.22%	118

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fiduciary Family Office's MTN Position: Q2 2025 in Review

Fiduciary Family Office sold out of Vail Resorts (MTN) in Q2 2025, closing a stake of 2,387 shares — an estimated $382K sold.

Fiduciary Family Office first reported a position in MTN in Q2 2024 and held it in 3 quarters. The position peaked at $553K in Q2 2024. 452 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

Fiduciary Family Office reported no remaining Vail Resorts position as of Q2 2025 after selling out during the quarter.
Fiduciary Family Office sold 2,387 Vail Resorts shares in Q2 2025, an estimated $382K.
Fiduciary Family Office first reported a position in Vail Resorts in Q2 2024 and held it in 3 quarters.
Fiduciary Family Office's Vail Resorts position peaked at $553K in Q2 2024.
452 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.