FWA
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Fulcrum Wealth Advisors’s Vail Resorts MTN Stock Holding History

Fulcrum 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 		$264K Buy
1,937
+32
+2% +$4.16K 0.2% 67
2026
Q1 		$244K Buy
1,905
+30
+2% +$4.09K 0.2% 65
2025
Q4 		$249K Buy
+1,875
New +$276K 0.2% 60

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

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

Fulcrum Wealth Advisors increased its Vail Resorts (MTN) stake by 1.7% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,937 shares worth $264K. The position accounts for 0.2% of the portfolio, ranked #67.

Fulcrum Wealth Advisors first reported a position in MTN in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Fulcrum Wealth Advisors held 1,937 shares of Vail Resorts worth $264K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 32 Vail Resorts shares in Q2 2026, an estimated $4.16K.
  • Vail Resorts made up 0.2% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Fulcrum Wealth Advisors first reported a position in Vail Resorts in Q4 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.