Root Financial Partners
MTN icon

Root Financial Partners’s Vail Resorts MTN Stock Holding History

Root Financial Partners’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
Q3 		$18K Buy
+131
New +$18.9K ﹤0.01% 1610
2026
Q2 		– Sell
-135
Closed -$17.3K – 2127
2026
Q1 		$17.3K Buy
135
+42
+45% +$5.73K ﹤0.01% 1404
2025
Q4 		$12.4K Buy
93
+22
+31% +$3.24K ﹤0.01% 1411
2025
Q3 		$10.6K Buy
+71
New +$11K ﹤0.01% 1432

Other funds holding MTN

Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $144M AUM
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's MTN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vail Resorts (MTN) in Q3 2026: 131 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #1610 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTN as recently as Q1 2026.

Root Financial Partners first reported a position in MTN in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

  • Root Financial Partners held 131 shares of Vail Resorts worth $18K as of Q3 2026.
  • Vail Resorts was a new Root Financial Partners position in Q3 2026.
  • Vail Resorts made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1610 holding.
  • Root Financial Partners first reported a position in Vail Resorts in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.