RIL
MTN icon

Rothschild Investment LLC’s Vail Resorts MTN Stock Holding History

Rothschild Investment LLC’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 		$994K Buy
7,301
+1,334
+22% +$174K 0.04% 420
2026
Q1 		$766K Buy
5,967
+204
+4% +$27.8K 0.04% 314
2025
Q4 		$765K Buy
5,763
+5,687
+7,483% +$837K 0.04% 289
2025
Q3 		$11.4K Hold
76
– – ﹤0.01% 1393
2025
Q2 		$11.9K Hold
76
– – ﹤0.01% 1163
2025
Q1 		$12.2K Hold
76
– – ﹤0.01% 1131
2024
Q4 		$14.2K Sell
76
-2
-3% -$358 ﹤0.01% 1084
2024
Q3 		$13.6K Buy
78
+62
+388% +$11.1K ﹤0.01% 1090
2024
Q2 		$2.88K Hold
16
– – ﹤0.01% 1294
2024
Q1 		$3.56K Hold
16
– – ﹤0.01% 1171
2023
Q4 		$3.42K Buy
+16
New +$3.51K ﹤0.01% 1113

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Rothschild Investment LLC's MTN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vail Resorts (MTN) stake by 22% in Q2 2026, buying an estimated $174K and bringing the position to 7,301 shares worth $994K. The position accounts for 0.04% of the portfolio, ranked #420.

Rothschild Investment LLC first reported a position in MTN in Q4 2023 and has held it in 11 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Rothschild Investment LLC held 7,301 shares of Vail Resorts worth $994K as of Q2 2026.
  • Rothschild Investment LLC bought 1,334 Vail Resorts shares in Q2 2026, an estimated $174K.
  • Vail Resorts made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #420 holding.
  • Rothschild Investment LLC first reported a position in Vail Resorts in Q4 2023 and has held it in 11 quarters since.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.