KWM
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Kingsview Wealth Management’s Vail Resorts MTN Stock Holding History

Kingsview 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
-16,885
Closed -$2.53M – 1300
2025
Q3 		$2.53M Sell
16,885
-3,576
-17% -$555K 0.04% 411
2025
Q2 		$3.22M Buy
+20,461
New +$3.04M 0.05% 331
2024
Q4 		– Sell
-42,091
Closed -$7.34M – 1154
2024
Q3 		$7.34M Buy
42,091
+2,518
+6% +$450K 0.15% 144
2024
Q2 		$7.13M Buy
39,573
+37,791
+2,121% +$7.52M 0.17% 135
2024
Q1 		$397K Buy
+1,782
New +$396K 0.01% 731

Other funds holding MTN

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return