Mount Yale Investment Advisors’s Vail Resorts MTN Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-212	Closed	-$33.2K	–	1255
2025 Q2	$33.2K	Buy	+212	New	+$31.5K	﹤0.01%	933
2023 Q1	–	Sell	-1,440	Closed	-$343K	–	517
2022 Q4	$343K	Buy	+1,440	New	+$338K	0.04%	336
2022 Q2	–	Sell	-781	Closed	-$203K	–	481
2022 Q1	$203K	Buy	+781	New	+$213K	0.02%	453
2021 Q1	–	Sell	-892	Closed	-$249K	–	437
2020 Q4	$249K	Buy	+892	New	+$230K	0.03%	340
2018 Q4	–	Sell	-181	Closed	-$48K	–	599
2018 Q3	$48K	Buy	181 +31	+21%	+$8.92K	0.01%	606
2018 Q2	$41K	Hold	150	–	–	0.01%	670
2018 Q1	$33K	Buy	+150	New	+$32.8K	0.01%	693

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mount Yale Investment Advisors's MTN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Vail Resorts (MTN) in Q3 2025, closing a stake of 212 shares — an estimated $33.2K sold.

Mount Yale Investment Advisors first reported a position in MTN in Q1 2018 and held it in 7 quarters. The position peaked at $343K in Q4 2022. 470 funds tracked by Wall St. Rank hold MTN as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Vail Resorts position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 212 Vail Resorts shares in Q3 2025, an estimated $33.2K.
Mount Yale Investment Advisors first reported a position in Vail Resorts in Q1 2018 and held it in 7 quarters.
Mount Yale Investment Advisors's Vail Resorts position peaked at $343K in Q4 2022.
470 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.