Shelton Capital Management’s Vail Resorts MTN Stock Holding History

Shelton Capital 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
2025 Q4	–	Sell	-1,363	Closed	-$204K	–	751
2025 Q3	$204K	Hold	1,363	–	–	﹤0.01%	686
2025 Q2	$214K	Hold	1,363	–	–	﹤0.01%	640
2025 Q1	$218K	Sell	1,363 -54	-4%	-$8.97K	0.01%	626
2024 Q4	$266K	Sell	1,417 -84	-6%	-$15K	0.01%	550
2024 Q3	$262K	Sell	1,501 -384	-20%	-$68.7K	0.01%	565
2024 Q2	$340K	Sell	1,885 -57	-3%	-$11.3K	0.01%	441
2024 Q1	$433K	Hold	1,942	–	–	0.01%	394
2023 Q4	$415K	Buy	+1,942	New	+$426K	0.01%	381

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oasis Management Company Grand Cayman, Cayman Islands $846M AUM 32.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return