JWM
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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
Q2 		$559K Buy
4,108
+1,282
+45% +$167K 0.16% 122
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 $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

Jeppson Wealth Management's MTN Position: Q2 2026 in Review

Jeppson Wealth Management increased its Vail Resorts (MTN) stake by 45% in Q2 2026, buying an estimated $167K and bringing the position to 4,108 shares worth $559K. The position accounts for 0.16% of the portfolio, ranked #122.

Jeppson Wealth Management first reported a position in MTN in Q3 2020 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Jeppson Wealth Management held 4,108 shares of Vail Resorts worth $559K as of Q2 2026.
  • Jeppson Wealth Management bought 1,282 Vail Resorts shares in Q2 2026, an estimated $167K.
  • Vail Resorts made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Jeppson Wealth Management first reported a position in Vail Resorts in Q3 2020 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.