Jamison Private Wealth Management’s Vail Resorts MTN Stock Holding History

Jamison Private Wealth Management’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	$459K	Buy	3,370 +606	+22%	+$78.9K	0.05%	178
2026 Q1	$355K	Buy	+2,764	New	+$377K	0.04%	175
2024 Q4	–	Sell	-76	Closed	-$13.3K	–	366
2024 Q3	$13.3K	Buy	76 +1	+1%	+$179	﹤0.01%	331
2024 Q2	$13.6K	Hold	75	–	–	﹤0.01%	310
2024 Q1	$16.6K	Buy	75 +37	+97%	+$8.23K	﹤0.01%	305
2023 Q4	$8.16K	Hold	38	–	–	﹤0.01%	317
2023 Q3	$8.4K	Buy	+38	New	+$9.02K	﹤0.01%	304

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

Jamison Private Wealth Management's MTN Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Vail Resorts (MTN) stake by 22% in Q2 2026, buying an estimated $78.9K and bringing the position to 3,370 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #178.

Jamison Private Wealth Management first reported a position in MTN in Q3 2023 and has held it in 7 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Jamison Private Wealth Management held 3,370 shares of Vail Resorts worth $459K as of Q2 2026.
Jamison Private Wealth Management bought 606 Vail Resorts shares in Q2 2026, an estimated $78.9K.
Vail Resorts made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #178 holding.
Jamison Private Wealth Management first reported a position in Vail Resorts in Q3 2023 and has held it in 7 quarters since.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.