NewEdge Wealth’s Vail Resorts MTN Stock Holding History

NewEdge Wealth’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 Q1	–	Sell	-1,132	Closed	-$212K	–	974
2024 Q4	$212K	Buy	+1,132	New	+$203K	﹤0.01%	872

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FPA

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

NewEdge Wealth's MTN Position: Q1 2025 in Review

NewEdge Wealth sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 1,132 shares — an estimated $212K sold.

NewEdge Wealth first reported a position in MTN in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 448 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

NewEdge Wealth reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 1,132 Vail Resorts shares in Q1 2025, an estimated $212K.
NewEdge Wealth first reported a position in Vail Resorts in Q4 2024 and held it in 1 quarter.
NewEdge Wealth's Vail Resorts position peaked at $212K in Q4 2024.
448 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.