IAG Wealth Partners’s Vail Resorts MTN Stock Holding History

IAG Wealth Partners’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	$6.81K	Hold	50	–	–	﹤0.01%	402
2026 Q1	$6.42K	Hold	50	–	–	﹤0.01%	411
2025 Q4	$6.64K	Hold	50	–	–	﹤0.01%	391
2025 Q3	$7.48K	Hold	50	–	–	﹤0.01%	402
2025 Q2	$7.86K	Hold	50	–	–	﹤0.01%	367
2025 Q1	$8K	Hold	50	–	–	﹤0.01%	362
2024 Q4	$9.37K	Hold	50	–	–	﹤0.01%	355
2024 Q3	$8.71K	Hold	50	–	–	﹤0.01%	359
2024 Q2	$9.01K	Hold	50	–	–	﹤0.01%	341
2024 Q1	$11.1K	Hold	50	–	–	﹤0.01%	301
2023 Q4	$10.7K	Hold	50	–	–	﹤0.01%	298
2023 Q3	$11.1K	Hold	50	–	–	﹤0.01%	284
2023 Q2	$12.6K	Hold	50	–	–	﹤0.01%	282
2023 Q1	$11.7K	Hold	50	–	–	﹤0.01%	291
2022 Q4	$11.9K	Hold	50	–	–	﹤0.01%	267
2022 Q3	$11K	Hold	50	–	–	﹤0.01%	270
2022 Q2	$11K	Hold	50	–	–	﹤0.01%	271
2022 Q1	$13K	Sell	50 -10	-17%	-$2.72K	﹤0.01%	270
2021 Q4	$20K	Hold	60	–	–	0.01%	228
2021 Q3	$21K	Hold	60	–	–	0.01%	196
2021 Q2	$19K	Sell	60 -20	-25%	-$6.37K	0.01%	196
2021 Q1	$24K	Hold	80	–	–	0.01%	168
2020 Q4	$23K	Hold	80	–	–	0.01%	154
2020 Q3	$18K	Sell	80 -4	-5%	-$824	0.01%	169
2020 Q2	$16K	Hold	84	–	–	0.01%	176
2020 Q1	$13K	Hold	84	–	–	0.01%	181
2019 Q4	$21K	Buy	+84	New	+$19.9K	0.01%	173

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

IAG Wealth Partners's MTN Position: Q2 2026 in Review

IAG Wealth Partners held its Vail Resorts (MTN) position steady in Q2 2026 at 50 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

IAG Wealth Partners first reported a position in MTN in Q4 2019 and has held it in 27 quarters since. The position peaked at $24K in Q1 2021. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

IAG Wealth Partners held 50 shares of Vail Resorts worth $6.81K as of Q2 2026.
IAG Wealth Partners left its Vail Resorts share count unchanged in Q2 2026.
Vail Resorts made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #402 holding.
IAG Wealth Partners first reported a position in Vail Resorts in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Vail Resorts position peaked at $24K in Q1 2021.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.