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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
Q2 		$575K Sell
4,226
-146
-3% -$19K 0.06% 155
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 $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

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

Sendero Wealth Management reduced its Vail Resorts (MTN) stake by 3.3% in Q2 2026, selling an estimated $19K and leaving 4,226 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #155.

Sendero Wealth Management first reported a position in MTN in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q3 2025. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Sendero Wealth Management held 4,226 shares of Vail Resorts worth $575K as of Q2 2026.
  • Sendero Wealth Management sold 146 Vail Resorts shares in Q2 2026, an estimated $19K.
  • Vail Resorts made up 0.06% of Sendero Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Sendero Wealth Management first reported a position in Vail Resorts in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Vail Resorts position peaked at $653K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.