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Segment Wealth Management’s Vail Resorts MTN Stock Holding History

Segment Wealth Management’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 		$293K Buy
2,150
+550
+34% +$71.6K 0.02% 274
2026
Q1 		$205K Buy
+1,600
New +$218K 0.01% 305

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

Segment Wealth Management's MTN Position: Q2 2026 in Review

Segment Wealth Management increased its Vail Resorts (MTN) stake by 34% in Q2 2026, buying an estimated $71.6K and bringing the position to 2,150 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #274.

Segment Wealth Management first reported a position in MTN in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Segment Wealth Management held 2,150 shares of Vail Resorts worth $293K as of Q2 2026.
  • Segment Wealth Management bought 550 Vail Resorts shares in Q2 2026, an estimated $71.6K.
  • Vail Resorts made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #274 holding.
  • Segment Wealth Management first reported a position in Vail Resorts in Q1 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.