GoalVest Advisory’s Vail Resorts MTN Stock Holding History

GoalVest Advisory’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 Q3	$2.88K	Buy	+21	New	+$3.03K	﹤0.01%	624

Other funds holding MTN

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's MTN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Vail Resorts (MTN) in Q3 2026: 21 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

10 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

GoalVest Advisory held 21 shares of Vail Resorts worth $2.88K as of Q3 2026.
Vail Resorts was a new GoalVest Advisory position in Q3 2026.
Vail Resorts made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #624 holding.
10 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.