IMA Advisory Services’s Vail Resorts MTN Stock Holding History

IMA Advisory Services’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	–	Sell	-1	Closed	-$130	–	1421
2026 Q1	$130	Hold	1	–	–	﹤0.01%	994
2025 Q4	$135	Hold	1	–	–	﹤0.01%	981
2025 Q3	$150	Hold	1	–	–	﹤0.01%	530
2025 Q2	$159	Buy	+1	New	+$149	﹤0.01%	525
2020 Q1	–	Sell	-10	Closed	-$2K	–	279
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	271
2019 Q3	$2K	Buy	+10	New	+$2.36K	﹤0.01%	275
2019 Q1	–	Sell	-5	Closed	-$1K	–	316
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	316
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	325
2018 Q2	$1K	Buy	+5	New	+$1.22K	﹤0.01%	444

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

IMA Advisory Services's MTN Position: Q2 2026 in Review

IMA Advisory Services sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 1 share — an estimated $130 sold.

IMA Advisory Services first reported a position in MTN in Q2 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

IMA Advisory Services reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 1 Vail Resorts share in Q2 2026, an estimated $130.
IMA Advisory Services first reported a position in Vail Resorts in Q2 2018 and held it in 9 quarters.
IMA Advisory Services's Vail Resorts position peaked at $2K in Q4 2019.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.