Sequoia Financial Advisors’s Vail Resorts MTN Stock Holding History

Sequoia Financial Advisors’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
2025 Q4	–	Sell	-127,295	Closed	-$19M	–	1973
2025 Q3	$19M	Buy	127,295 +143	+0.1%	+$22.2K	0.12%	124
2025 Q2	$20M	Buy	127,152 +197	+0.2%	+$29.3K	0.14%	117
2025 Q1	$20.3M	Buy	+126,955	New	+$21.1M	0.16%	120
2024 Q1	–	Sell	-127,960	Closed	-$27.6M	–	1251
2023 Q4	$27.6M	Buy	127,960 +16,482	+15%	+$3.61M	0.34%	64
2023 Q3	$24.7M	Sell	111,478 -116	-0.1%	-$27.5K	0.43%	49
2023 Q2	$28.1M	Buy	+111,594	New	+$27.2M	0.48%	41

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sequoia Financial Advisors's MTN Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 127,295 shares — an estimated $19M sold.

Sequoia Financial Advisors first reported a position in MTN in Q2 2023 and held it in 6 quarters. The position peaked at $28.1M in Q2 2023. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

Sequoia Financial Advisors reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 127,295 Vail Resorts shares in Q4 2025, an estimated $19M.
Sequoia Financial Advisors first reported a position in Vail Resorts in Q2 2023 and held it in 6 quarters.
Sequoia Financial Advisors's Vail Resorts position peaked at $28.1M in Q2 2023.
461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.