PWMG
MTN icon

Private Wealth Management Group’s Vail Resorts MTN Stock Holding History

Private Wealth Management 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
Q1 		– Sell
-4
Closed -$532 – 1514
2025
Q4 		$532 Buy
+4
New +$589 ﹤0.01% 1396
2025
Q2 		– Sell
-3
Closed -$481 – 1560
2025
Q1 		$481 Sell
3
-1
-25% -$166 ﹤0.01% 1411
2024
Q4 		$750 Buy
+4
New +$716 ﹤0.01% 1363

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's MTN Position: Q1 2026 in Review

Private Wealth Management Group sold out of Vail Resorts (MTN) in Q1 2026, closing a stake of 4 shares — an estimated $532 sold.

Private Wealth Management Group first reported a position in MTN in Q4 2024 and held it in 3 quarters. The position peaked at $750 in Q4 2024. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Private Wealth Management Group reported no remaining Vail Resorts position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 4 Vail Resorts shares in Q1 2026, an estimated $532.
  • Private Wealth Management Group first reported a position in Vail Resorts in Q4 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Vail Resorts position peaked at $750 in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.