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Sendero Wealth Management’s Vail Resorts MTN Stock Holding History

Sendero 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
Q1 		$561K Sell
4,372
-103
-2% -$14K 0.06% 154
2025
Q4 		$594K Buy
4,475
+112
+3% +$16.5K 0.07% 144
2025
Q3 		$653K Buy
4,363
+1,533
+54% +$238K 0.08% 125
2025
Q2 		$445K Buy
2,830
+795
+39% +$118K 0.06% 155
2025
Q1 		$326K Buy
+2,035
New +$338K 0.05% 155

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sendero Wealth Management's MTN Position: Q1 2026 in Review

Sendero Wealth Management reduced its Vail Resorts (MTN) stake by 2.3% in Q1 2026, selling an estimated $14K and leaving 4,372 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #154.

Sendero Wealth Management first reported a position in MTN in Q1 2025 and has held it in 5 quarters since. The position peaked at $653K in Q3 2025. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Sendero Wealth Management held 4,372 shares of Vail Resorts worth $561K as of Q1 2026.
  • Sendero Wealth Management sold 103 Vail Resorts shares in Q1 2026, an estimated $14K.
  • Vail Resorts made up 0.06% of Sendero Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Sendero Wealth Management first reported a position in Vail Resorts in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Vail Resorts position peaked at $653K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.