IWA
MTN icon

Icon Wealth Advisors’s Vail Resorts MTN Stock Holding History

Icon 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
Q1 		$741K Buy
6,068
+3,112
+105% +$424K 0.05% 208
2025
Q4 		$393K Sell
2,956
-17
-0.6% -$2.5K 0.03% 278
2025
Q3 		$445K Buy
+2,973
New +$461K 0.03% 263

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Icon Wealth Advisors's MTN Position: Q1 2026 in Review

Icon Wealth Advisors increased its Vail Resorts (MTN) stake by 105% in Q1 2026, buying an estimated $424K and bringing the position to 6,068 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #208.

Icon Wealth Advisors first reported a position in MTN in Q3 2025 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Icon Wealth Advisors held 6,068 shares of Vail Resorts worth $741K as of Q1 2026.
  • Icon Wealth Advisors bought 3,112 Vail Resorts shares in Q1 2026, an estimated $424K.
  • Vail Resorts made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #208 holding.
  • Icon Wealth Advisors first reported a position in Vail Resorts in Q3 2025 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.