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Net Worth Advisory Group’s Vail Resorts MTN Stock Holding History

Net Worth Advisory 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 		$213K Sell
1,561
-90
-5% -$11.7K 0.05% 378
2026
Q1 		$212K Sell
1,651
-228
-12% -$31.1K 0.04% 399
2025
Q4 		$250K Sell
1,879
-17
-0.9% -$2.5K 0.05% 385
2025
Q3 		$284K Buy
+1,896
New +$294K 0.08% 296

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

Net Worth Advisory Group's MTN Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vail Resorts (MTN) stake by 5.5% in Q2 2026, selling an estimated $11.7K and leaving 1,561 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #378.

Net Worth Advisory Group first reported a position in MTN in Q3 2025 and has held it in 4 quarters since. The position peaked at $284K in Q3 2025. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Net Worth Advisory Group held 1,561 shares of Vail Resorts worth $213K as of Q2 2026.
  • Net Worth Advisory Group sold 90 Vail Resorts shares in Q2 2026, an estimated $11.7K.
  • Vail Resorts made up 0.05% of Net Worth Advisory Group's portfolio in Q2 2026, its #378 holding.
  • Net Worth Advisory Group first reported a position in Vail Resorts in Q3 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Vail Resorts position peaked at $284K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.