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Rise Advisors’s Vail Resorts MTN Stock Holding History

Rise Advisors’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
-95
Closed -$14.1K – 953
2025
Q3 		$14.1K Buy
95
+2
+2% +$310 0.01% 793
2025
Q2 		$14.7K Buy
93
+1
+1% +$149 0.01% 743
2025
Q1 		$14.7K Sell
92
-10
-10% -$1.66K 0.01% 701
2024
Q4 		$19K Sell
102
-34
-25% -$6.08K 0.01% 694
2024
Q3 		$23.7K Buy
136
+2
+1% +$358 0.01% 569
2024
Q2 		$24.2K Sell
134
-4
-3% -$795 0.01% 495
2024
Q1 		$30.7K Sell
138
-21
-13% -$4.67K 0.02% 370
2023
Q4 		$34K Buy
159
+61
+62% +$13.4K 0.02% 205
2023
Q3 		$21.8K Buy
98
+64
+188% +$15.2K 0.02% 223
2023
Q2 		$8.56K Hold
34
– – 0.01% 359
2023
Q1 		$7.87K Sell
34
-14
-29% -$3.37K 0.01% 398
2022
Q4 		$11.5K Hold
48
– – 0.01% 332
2022
Q3 		$10K Buy
48
+10
+26% +$2.27K 0.01% 341
2022
Q2 		$8K Buy
38
+16
+73% +$3.91K 0.01% 375
2022
Q1 		$6K Hold
22
– – 0.01% 396
2021
Q4 		$7.32K Buy
+22
New +$7.5K 0.01% 359

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Rise Advisors's MTN Position: Q4 2025 in Review

Rise Advisors sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 95 shares — an estimated $14.1K sold.

Rise Advisors first reported a position in MTN in Q4 2021 and held it in 16 quarters. The position peaked at $34K in Q4 2023. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

  • Rise Advisors reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 95 Vail Resorts shares in Q4 2025, an estimated $14.1K.
  • Rise Advisors first reported a position in Vail Resorts in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Vail Resorts position peaked at $34K in Q4 2023.
  • 461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.