Kingswood Wealth Advisors’s Vail Resorts MTN Stock Holding History

Kingswood 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	$521K	Sell	3,823 -1,605	-30%	-$209K	0.02%	600
2026 Q1	$697K	Sell	5,428 -40	-0.7%	-$5.46K	0.03%	464
2025 Q4	$726K	Sell	5,468 -412	-7%	-$60.6K	0.04%	420
2025 Q3	$879K	Sell	5,880 -907	-13%	-$141K	0.05%	329
2025 Q2	$1.07M	Buy	6,787 +369	+6%	+$54.8K	0.08%	253
2025 Q1	$1.03M	Buy	+6,418	New	+$1.07M	0.09%	237

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

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

Kingswood Wealth Advisors reduced its Vail Resorts (MTN) stake by 30% in Q2 2026, selling an estimated $209K and leaving 3,823 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #600.

Kingswood Wealth Advisors first reported a position in MTN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q2 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Kingswood Wealth Advisors held 3,823 shares of Vail Resorts worth $521K as of Q2 2026.
Kingswood Wealth Advisors sold 1,605 Vail Resorts shares in Q2 2026, an estimated $209K.
Vail Resorts made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #600 holding.
Kingswood Wealth Advisors first reported a position in Vail Resorts in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's Vail Resorts position peaked at $1.07M in Q2 2025.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.