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HHM Wealth Advisors’s Vail Resorts MTN Stock Holding History

HHM 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
2025
Q1 		– Sell
-3
Closed -$563 – 1004
2024
Q4 		$563 Buy
+3
New +$537 ﹤0.01% 912
2021
Q3 		– Sell
-7
Closed -$2K – 645
2021
Q2 		$2K Buy
+7
New +$2.23K ﹤0.01% 578

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

HHM Wealth Advisors's MTN Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 3 shares — an estimated $563 sold.

HHM Wealth Advisors first reported a position in MTN in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 449 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Vail Resorts shares in Q1 2025, an estimated $563.
  • HHM Wealth Advisors first reported a position in Vail Resorts in Q2 2021 and held it in 2 quarters.
  • HHM Wealth Advisors's Vail Resorts position peaked at $2K in Q2 2021.
  • 449 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.