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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
Q2 		– Sell
-135
Closed -$17.3K – 2127
2026
Q1 		$17.3K Buy
135
+42
+45% +$5.73K ﹤0.01% 1404
2025
Q4 		$12.3K Buy
93
+22
+31% +$3.24K ﹤0.01% 1411
2025
Q3 		$10.6K Buy
+71
New +$11K ﹤0.01% 1432

Other funds holding MTN

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Root Financial Partners's MTN Position: Q2 2026 in Review

Root Financial Partners sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 135 shares — an estimated $17.3K sold.

Root Financial Partners first reported a position in MTN in Q3 2025 and held it in 3 quarters. The position peaked at $17.3K in Q1 2026. 122 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Root Financial Partners reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 135 Vail Resorts shares in Q2 2026, an estimated $17.3K.
  • Root Financial Partners first reported a position in Vail Resorts in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vail Resorts position peaked at $17.3K in Q1 2026.
  • 122 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.