JWM
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JPL Wealth Management’s Vail Resorts MTN Stock Holding History

JPL 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
2025
Q4 		– Sell
-2
Closed -$300 – 749
2025
Q3 		$300 Buy
+2
New +$310 ﹤0.01% 1122

Other funds holding MTN

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JPL Wealth Management's MTN Position: Q4 2025 in Review

JPL Wealth Management sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 2 shares — an estimated $300 sold.

JPL Wealth Management first reported a position in MTN in Q3 2025 and held it in 1 quarter. The position peaked at $300 in Q3 2025. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

  • JPL Wealth Management reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 2 Vail Resorts shares in Q4 2025, an estimated $300.
  • JPL Wealth Management first reported a position in Vail Resorts in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's Vail Resorts position peaked at $300 in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.