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LRI Investments’s Vail Resorts MTN Stock Holding History

LRI Investments’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 		$1.09K Buy
+8
New +$1.04K ﹤0.01% 1358
2025
Q1 		– Sell
-5
Closed -$937 – 1237
2024
Q4 		$937 Hold
5
– – ﹤0.01% 1112
2024
Q3 		$892 Sell
5
-6
-55% -$1.07K ﹤0.01% 1108
2024
Q2 		$1.98K Hold
11
– – ﹤0.01% 1056
2024
Q1 		$2.45K Buy
+11
New +$2.44K ﹤0.01% 725

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
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

LRI Investments's MTN Position: Q2 2026 in Review

LRI Investments opened a new position in Vail Resorts (MTN) in Q2 2026: 8 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: LRI Investments previously reported a position in MTN as recently as Q4 2024.

LRI Investments first reported a position in MTN in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.45K in Q1 2024. 441 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • LRI Investments held 8 shares of Vail Resorts worth $1.09K as of Q2 2026.
  • Vail Resorts was a new LRI Investments position in Q2 2026.
  • Vail Resorts made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1358 holding.
  • LRI Investments first reported a position in Vail Resorts in Q1 2024 and has held it in 5 quarters since.
  • LRI Investments's Vail Resorts position peaked at $2.45K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.