Principal Securities’s Vail Resorts MTN Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,116	Closed	-$167K	–	2704
2025 Q3	$167K	Sell	1,116 -751	-40%	-$117K	﹤0.01%	1369
2025 Q2	$293K	Buy	1,867 +173	+10%	+$25.7K	0.01%	1070
2025 Q1	$318K	Hold	1,694	–	–	0.01%	949
2024 Q4	$318K	Buy	1,694 +223	+15%	+$39.9K	0.01%	945
2024 Q3	$256K	Buy	1,471 +101	+7%	+$18.1K	0.01%	1004
2024 Q2	$247K	Buy	1,370 +13	+1%	+$2.58K	0.01%	962
2024 Q1	$302K	Buy	1,357 +80	+6%	+$17.8K	0.01%	854
2023 Q4	$273K	Buy	+1,277	New	+$280K	0.01%	831

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Principal Securities's MTN Position: Q4 2025 in Review

Principal Securities sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 1,116 shares — an estimated $167K sold.

Principal Securities first reported a position in MTN in Q4 2023 and held it in 8 quarters. The position peaked at $318K in Q1 2025. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

Principal Securities reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,116 Vail Resorts shares in Q4 2025, an estimated $167K.
Principal Securities first reported a position in Vail Resorts in Q4 2023 and held it in 8 quarters.
Principal Securities's Vail Resorts position peaked at $318K in Q1 2025.
461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.