Net Worth Advisory Group
MTN icon

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
Q3 		$223K Buy
1,608
+47
+3% +$6.78K 0.06% 378
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

Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Firetrail Investments
Firetrail Investments Sydney, NSW, Australia $364M AUM 36.35% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Net Worth Advisory Group's MTN Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vail Resorts (MTN) stake by 3% in Q3 2026, buying an estimated $6.78K and bringing the position to 1,608 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #378.

Net Worth Advisory Group first reported a position in MTN in Q3 2025 and has held it in 5 quarters since. The position peaked at $284K in Q3 2025. 185 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

  • Net Worth Advisory Group held 1,608 shares of Vail Resorts worth $223K as of Q3 2026.
  • Net Worth Advisory Group bought 47 Vail Resorts shares in Q3 2026, an estimated $6.78K.
  • Vail Resorts made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #378 holding.
  • Net Worth Advisory Group first reported a position in Vail Resorts in Q3 2025 and has held it in 5 quarters since.
  • Net Worth Advisory Group's Vail Resorts position peaked at $284K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.