SHP Wealth Management’s Vail Resorts MTN Stock Holding History

SHP 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	$681	Buy	+5	New	+$651	﹤0.01%	1702

Other funds holding MTN

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

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

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

SHP Wealth Management opened a new position in Vail Resorts (MTN) in Q2 2026: 5 shares worth $681. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings.

438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

SHP Wealth Management held 5 shares of Vail Resorts worth $681 as of Q2 2026.
Vail Resorts was a new SHP Wealth Management position in Q2 2026.
Vail Resorts made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1702 holding.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.