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 Q2	$586K	Buy	4,306 +1,028	+31%	+$134K	﹤0.01%	2227
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

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Kestra Advisory Services's MTN Position: Q2 2026 in Review

Kestra Advisory Services increased its Vail Resorts (MTN) stake by 31% in Q2 2026, buying an estimated $134K and bringing the position to 4,306 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Kestra Advisory Services first reported a position in MTN in Q3 2021 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Kestra Advisory Services held 4,306 shares of Vail Resorts worth $586K as of Q2 2026.
Kestra Advisory Services bought 1,028 Vail Resorts shares in Q2 2026, an estimated $134K.
Vail Resorts made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2227 holding.
Kestra Advisory Services first reported a position in Vail Resorts in Q3 2021 and has held it in 8 quarters since.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.