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
Q2 		$716K Sell
5,261
-807
-13% -$105K 0.04% 233
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 $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

Icon Wealth Advisors's MTN Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Vail Resorts (MTN) stake by 13% in Q2 2026, selling an estimated $105K and leaving 5,261 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #233.

Icon Wealth Advisors first reported a position in MTN in Q3 2025 and has held it in 4 quarters since. The position peaked at $741K in Q1 2026. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Icon Wealth Advisors held 5,261 shares of Vail Resorts worth $716K as of Q2 2026.
  • Icon Wealth Advisors sold 807 Vail Resorts shares in Q2 2026, an estimated $105K.
  • Vail Resorts made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • Icon Wealth Advisors first reported a position in Vail Resorts in Q3 2025 and has held it in 4 quarters since.
  • Icon Wealth Advisors's Vail Resorts position peaked at $741K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.