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Jeppson Wealth Management’s Vail Resorts MTN Stock Holding History

Jeppson 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
Q1 		$363K Buy
+2,826
New +$385K 0.11% 159
2020
Q4 		– Sell
-30
Closed -$6K – 331
2020
Q3 		$6K Buy
+30
New +$6.18K ﹤0.01% 440

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

Jeppson Wealth Management's MTN Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Vail Resorts (MTN) in Q1 2026: 2,826 shares worth $363K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in MTN as recently as Q3 2020.

Jeppson Wealth Management first reported a position in MTN in Q3 2020 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Jeppson Wealth Management held 2,826 shares of Vail Resorts worth $363K as of Q1 2026.
  • Vail Resorts was a new Jeppson Wealth Management position in Q1 2026.
  • Vail Resorts made up 0.11% of Jeppson Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Jeppson Wealth Management first reported a position in Vail Resorts in Q3 2020 and has held it in 2 quarters since.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.