JWA
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JFS Wealth Advisors’s Vail Resorts MTN Stock Holding History

JFS 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 		$4.5K Buy
33
+6
+22% +$781 ﹤0.01% 1317
2026
Q1 		$3.45K Sell
27
-14
-34% -$1.91K ﹤0.01% 1325
2025
Q4 		$5.41K Buy
41
+12
+41% +$1.77K ﹤0.01% 1210
2025
Q3 		$4.4K Sell
29
-2
-6% -$310 ﹤0.01% 1168
2025
Q2 		$4.92K Buy
31
+19
+158% +$2.82K ﹤0.01% 1095
2025
Q1 		$1.94K Sell
12
-2
-14% -$332 ﹤0.01% 1479
2024
Q4 		$2.62K Sell
14
-10
-42% -$1.79K ﹤0.01% 1371
2024
Q3 		$4.16K Buy
24
+1
+4% +$179 ﹤0.01% 1188
2024
Q2 		$4.1K Sell
23
-3
-12% -$597 ﹤0.01% 1144
2024
Q1 		$5.71K Buy
26
+1
+4% +$222 ﹤0.01% 1052
2023
Q4 		$5.24K Sell
25
-7
-22% -$1.53K ﹤0.01% 1037
2023
Q3 		$7.2K Buy
32
+3
+10% +$712 ﹤0.01% 841
2023
Q2 		$7.4K Buy
29
+3
+12% +$731 ﹤0.01% 839
2023
Q1 		$6.15K Sell
26
-6
-19% -$1.45K ﹤0.01% 906
2022
Q4 		$7.68K Hold
32
– – ﹤0.01% 812
2022
Q3 		$7K Buy
32
+7
+28% +$1.59K ﹤0.01% 866
2022
Q2 		$5K Buy
25
+7
+39% +$1.71K ﹤0.01% 997
2022
Q1 		$5K Buy
18
+11
+157% +$2.99K ﹤0.01% 1048
2021
Q4 		$2K Buy
+7
New +$2.39K ﹤0.01% 1113

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

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

JFS Wealth Advisors increased its Vail Resorts (MTN) stake by 22% in Q2 2026, buying an estimated $781 and bringing the position to 33 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

JFS Wealth Advisors first reported a position in MTN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.68K in Q4 2022. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • JFS Wealth Advisors held 33 shares of Vail Resorts worth $4.5K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Vail Resorts shares in Q2 2026, an estimated $781.
  • Vail Resorts made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1317 holding.
  • JFS Wealth Advisors first reported a position in Vail Resorts in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Vail Resorts position peaked at $7.68K in Q4 2022.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.