Needham Investment Management’s Vail Resorts MTN Stock Holding History

Needham Investment Management’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	$11.5M	Buy	84,500 +25,500	+43%	+$3.32M	0.35%	77
2026 Q1	$7.57M	Hold	59,000	–	–	0.39%	68
2025 Q4	$7.84M	Buy	59,000 +13,000	+28%	+$1.91M	0.5%	59
2025 Q3	$6.88M	Buy	46,000 +7,500	+19%	+$1.16M	0.48%	59
2025 Q2	$6.05M	Buy	38,500 +17,000	+79%	+$2.53M	0.48%	56
2025 Q1	$3.44M	Hold	21,500	–	–	0.32%	84
2024 Q4	$4.03M	Buy	21,500 +11,500	+115%	+$2.06M	0.31%	87
2024 Q3	$1.74M	Hold	10,000	–	–	0.13%	112
2024 Q2	$1.8M	Buy	10,000 +5,000	+100%	+$994K	0.15%	112
2024 Q1	$1.11M	Hold	5,000	–	–	0.1%	116
2023 Q4	$1.07M	Buy	+5,000	New	+$1.1M	0.13%	112

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

Needham Investment Management's MTN Position: Q2 2026 in Review

Needham Investment Management increased its Vail Resorts (MTN) stake by 43% in Q2 2026, buying an estimated $3.32M and bringing the position to 84,500 shares worth $11.5M. The position accounts for 0.35% of the portfolio, ranked #77.

Needham Investment Management first reported a position in MTN in Q4 2023 and has held it in 11 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Needham Investment Management held 84,500 shares of Vail Resorts worth $11.5M as of Q2 2026.
Needham Investment Management bought 25,500 Vail Resorts shares in Q2 2026, an estimated $3.32M.
Vail Resorts made up 0.35% of Needham Investment Management's portfolio in Q2 2026, its #77 holding.
Needham Investment Management first reported a position in Vail Resorts in Q4 2023 and has held it in 11 quarters since.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.