Merit Financial Group’s Vail Resorts MTN Stock Holding History

Merit Financial Group’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	–	Sell	-1,577	Closed	-$202K	–	2414
2026 Q1	$202K	Buy	+1,577	New	+$215K	﹤0.01%	1921
2023 Q1	–	Sell	-4,554	Closed	-$1.09M	–	688
2022 Q4	$1.09M	Buy	4,554 +9	+0.2%	+$2.11K	0.04%	286
2022 Q3	$980K	Sell	4,545 -22	-0.5%	-$5K	0.04%	247
2022 Q2	$996K	Buy	+4,567	New	+$1.12M	0.03%	260

Other funds holding MTN

RRAM

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

ERP

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MCRM

Midway Capital Research & Management Chicago, Illinois $126M AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's MTN Position: Q2 2026 in Review

Merit Financial Group sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 1,577 shares — an estimated $202K sold.

Merit Financial Group first reported a position in MTN in Q2 2022 and held it in 4 quarters. The position peaked at $1.09M in Q4 2022. 39 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Merit Financial Group reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 1,577 Vail Resorts shares in Q2 2026, an estimated $202K.
Merit Financial Group first reported a position in Vail Resorts in Q2 2022 and held it in 4 quarters.
Merit Financial Group's Vail Resorts position peaked at $1.09M in Q4 2022.
39 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.