NWAG
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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

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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 57 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.
  • 57 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.