Shira Ridge Wealth Management’s Vail Resorts MTN Stock Holding History

Shira Ridge 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
2025 Q3	–	Sell	-1,343	Closed	-$211K	–	88
2025 Q2	$211K	Sell	1,343 -868	-39%	-$129K	0.1%	77
2025 Q1	$354K	Hold	2,211	–	–	0.18%	54
2024 Q4	$414K	Hold	2,211	–	–	0.2%	54
2024 Q3	$385K	Hold	2,211	–	–	0.2%	60
2024 Q2	$398K	Hold	2,211	–	–	0.22%	57
2024 Q1	$493K	Hold	2,211	–	–	0.28%	52
2023 Q4	$472K	Hold	2,211	–	–	0.28%	50
2023 Q3	$491K	Hold	2,211	–	–	0.32%	47
2023 Q2	$557K	Sell	2,211 -5	-0.2%	-$1.22K	0.35%	43
2023 Q1	$518K	Sell	2,216 -52	-2%	-$12.5K	0.34%	43
2022 Q4	$541K	Buy	+2,268	New	+$532K	0.37%	42

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OMC

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

FPA

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Shira Ridge Wealth Management's MTN Position: Q3 2025 in Review

Shira Ridge Wealth Management sold out of Vail Resorts (MTN) in Q3 2025, closing a stake of 1,343 shares — an estimated $211K sold.

Shira Ridge Wealth Management first reported a position in MTN in Q4 2022 and held it in 11 quarters. The position peaked at $557K in Q2 2023. 471 funds tracked by Wall St. Rank hold MTN as of Q3 2025.

Shira Ridge Wealth Management reported no remaining Vail Resorts position as of Q3 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 1,343 Vail Resorts shares in Q3 2025, an estimated $211K.
Shira Ridge Wealth Management first reported a position in Vail Resorts in Q4 2022 and held it in 11 quarters.
Shira Ridge Wealth Management's Vail Resorts position peaked at $557K in Q2 2023.
471 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.