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Golden State Wealth Management’s Vail Resorts MTN Stock Holding History

Golden State Wealth Management’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 		$13.6K Hold
100
– – ﹤0.01% 1040
2026
Q1 		$12.8K Sell
100
-120
-55% -$16.4K ﹤0.01% 1034
2025
Q4 		$29.2K Buy
220
+100
+83% +$14.7K ﹤0.01% 830
2025
Q3 		$17.9K Hold
120
– – ﹤0.01% 941
2025
Q2 		$18.9K Hold
120
– – ﹤0.01% 902
2025
Q1 		$19.2K Hold
120
– – ﹤0.01% 808
2024
Q4 		$22.5K Buy
+120
New +$21.5K ﹤0.01% 742

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

Golden State Wealth Management's MTN Position: Q2 2026 in Review

Golden State Wealth Management held its Vail Resorts (MTN) position steady in Q2 2026 at 100 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Golden State Wealth Management first reported a position in MTN in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.2K in Q4 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Golden State Wealth Management held 100 shares of Vail Resorts worth $13.6K as of Q2 2026.
  • Golden State Wealth Management left its Vail Resorts share count unchanged in Q2 2026.
  • Vail Resorts made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • Golden State Wealth Management first reported a position in Vail Resorts in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Vail Resorts position peaked at $29.2K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.