Loring Wolcott & Coolidge Fiduciary Advisors’s Vail Resorts MTN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$12.9K	Hold	95	–	–	﹤0.01%	511
2026 Q1	$12.1K	Hold	95	–	–	﹤0.01%	510
2025 Q4	$12.7K	Sell	95 -100	-51%	-$14.7K	﹤0.01%	490
2025 Q3	$29.8K	Hold	195	–	–	﹤0.01%	459
2025 Q2	$30.6K	Hold	195	–	–	﹤0.01%	426
2025 Q1	$27.1K	Sell	195 -70	-26%	-$11.6K	﹤0.01%	427
2024 Q4	$46.6K	Hold	265	–	–	﹤0.01%	396
2024 Q3	$44.5K	Sell	265 -56	-17%	-$10K	﹤0.01%	395
2024 Q2	$58.7K	Sell	321 -1	-0.3%	-$199	﹤0.01%	379
2024 Q1	$65.3K	Buy	322 +1	+0.3%	+$222	﹤0.01%	372
2023 Q4	$71.3K	Hold	321	–	–	﹤0.01%	376
2023 Q3	$70.1K	Hold	321	–	–	﹤0.01%	392
2023 Q2	$80.8K	Sell	321 -680	-68%	-$166K	﹤0.01%	388
2023 Q1	$234K	Hold	1,001	–	–	﹤0.01%	262
2022 Q4	$239K	Hold	1,001	–	–	﹤0.01%	262
2022 Q3	$216K	Hold	1,001	–	–	﹤0.01%	276
2022 Q2	$218K	Sell	1,001 -6	-0.6%	-$1.47K	﹤0.01%	277
2022 Q1	$262K	Sell	1,007 -2	-0.2%	-$544	﹤0.01%	272
2021 Q4	$331K	Hold	1,009	–	–	﹤0.01%	252
2021 Q3	$337K	Hold	1,009	–	–	﹤0.01%	247
2021 Q2	$319K	Buy	1,009 +1	+0.1%	+$319	﹤0.01%	264
2021 Q1	$294K	Hold	1,008	–	–	﹤0.01%	256
2020 Q4	$281K	Hold	1,008	–	–	﹤0.01%	254
2020 Q3	$216K	Sell	1,008 -195	-16%	-$40.2K	﹤0.01%	254
2020 Q2	$219K	Hold	1,203	–	–	﹤0.01%	240
2020 Q1	$178K	Buy	1,203 +5	+0.4%	+$1.08K	﹤0.01%	242
2019 Q4	$287K	Buy	1,198 +6	+0.5%	+$1.42K	﹤0.01%	238
2019 Q3	$271K	Hold	1,192	–	–	﹤0.01%	230
2019 Q2	$266K	Hold	1,192	–	–	﹤0.01%	236
2019 Q1	$259K	Buy	1,192 +55	+5%	+$11.2K	﹤0.01%	236
2018 Q4	$240K	Buy	1,137 +2	+0.2%	+$495	﹤0.01%	240
2018 Q3	$311K	Hold	1,135	–	–	﹤0.01%	233
2018 Q2	$311K	Hold	1,135	–	–	0.01%	238
2018 Q1	$252K	Buy	1,135 +159	+16%	+$34.8K	﹤0.01%	254
2017 Q4	$207K	Buy	976 +10	+1%	+$2.24K	﹤0.01%	282
2017 Q3	$220K	Buy	966 +6	+0.6%	+$1.3K	﹤0.01%	271
2017 Q2	$202K	Hold	960	–	–	﹤0.01%	270
2017 Q1	$184K	Hold	960	–	–	﹤0.01%	282
2016 Q4	$155K	Hold	960	–	–	﹤0.01%	293
2016 Q3	$151K	Hold	960	–	–	﹤0.01%	291
2016 Q2	$133K	Hold	960	–	–	﹤0.01%	301
2016 Q1	$128K	Hold	960	–	–	﹤0.01%	293
2015 Q4	$123K	Buy	960 +15	+2%	+$1.76K	﹤0.01%	322
2015 Q3	$103K	Hold	945	–	–	﹤0.01%	351
2015 Q2	$103K	Hold	945	–	–	﹤0.01%	351
2015 Q1	$98K	Buy	945 +695	+278%	+$62.9K	﹤0.01%	367
2014 Q4	$23K	Hold	250	–	–	﹤0.01%	491
2014 Q3	$22K	Hold	250	–	–	﹤0.01%	478
2014 Q2	$19K	Hold	250	–	–	﹤0.01%	511
2014 Q1	$17K	Hold	250	–	–	﹤0.01%	503
2013 Q4	$19K	Hold	250	–	–	﹤0.01%	476
2013 Q3	$17K	Hold	250	–	–	﹤0.01%	454
2013 Q2	$15K	Buy	+250	New	+$15.6K	﹤0.01%	501

Other funds holding MTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Firetrail Investments Sydney, NSW, Australia $355M AUM 43.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MTN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vail Resorts (MTN) position steady in Q2 2026 at 95 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTN in Q2 2013 and has held it in 53 quarters since. The position peaked at $337K in Q3 2021. 201 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 95 shares of Vail Resorts worth $12.9K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vail Resorts share count unchanged in Q2 2026.
Vail Resorts made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #511 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vail Resorts in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vail Resorts position peaked at $337K in Q3 2021.
201 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.