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ProVise Management Group’s Vail Resorts MTN Stock Holding History

ProVise 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
2025
Q4 		– Sell
-1,338
Closed -$200K – 264
2025
Q3 		$200K Sell
1,338
-797
-37% -$124K 0.01% 247
2025
Q2 		$335K Buy
2,135
+310
+17% +$46.1K 0.03% 209
2025
Q1 		$292K Buy
+1,825
New +$303K 0.02% 210

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ProVise Management Group's MTN Position: Q4 2025 in Review

ProVise Management Group sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 1,338 shares — an estimated $200K sold.

ProVise Management Group first reported a position in MTN in Q1 2025 and held it in 3 quarters. The position peaked at $335K in Q2 2025. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

  • ProVise Management Group reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
  • ProVise Management Group sold 1,338 Vail Resorts shares in Q4 2025, an estimated $200K.
  • ProVise Management Group first reported a position in Vail Resorts in Q1 2025 and held it in 3 quarters.
  • ProVise Management Group's Vail Resorts position peaked at $335K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on ProVise Management Group's 13F filing for Q4 2025, filed 29 Jan 2026.