KAS
MTN icon

Kestra Advisory Services’s Vail Resorts MTN Stock Holding History

Kestra Advisory Services’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 		$421K Buy
3,278
+438
+15% +$59.7K ﹤0.01% 2357
2025
Q4 		$377K Buy
+2,840
New +$418K ﹤0.01% 2358
2025
Q1 		– Sell
-2,377
Closed -$446K – 2852
2024
Q4 		$446K Buy
+2,377
New +$425K ﹤0.01% 1948
2023
Q1 		– Sell
-1,250
Closed -$298K – 2231
2022
Q4 		$298K Buy
1,250
+160
+15% +$37.5K ﹤0.01% 1749
2022
Q3 		$235K Sell
1,090
-16
-1% -$3.64K ﹤0.01% 1759
2022
Q2 		$241K Buy
+1,106
New +$271K ﹤0.01% 1781
2021
Q4 		– Sell
-659
Closed -$220K – 2126
2021
Q3 		$220K Buy
+659
New +$203K ﹤0.01% 1917

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Capital International Investors
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BlackRock
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OMC
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VPM
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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