SWM
MTN icon

Spire Wealth Management’s Vail Resorts MTN Stock Holding History

Spire 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 		$6.81K Buy
50
+6
+14% +$781 ﹤0.01% 1757
2026
Q1 		$5.65K Sell
44
-1
-2% -$136 ﹤0.01% 1806
2025
Q4 		$5.98K Sell
45
-2
-4% -$294 ﹤0.01% 1874
2025
Q3 		$7.03K Buy
47
+3
+7% +$466 ﹤0.01% 1876
2025
Q2 		$6.91K Buy
44
+1
+2% +$149 ﹤0.01% 1847
2025
Q1 		$6.88K Sell
43
-7
-14% -$1.16K ﹤0.01% 1968
2024
Q4 		$9.37K Buy
50
+3
+6% +$537 ﹤0.01% 1850
2024
Q3 		$8.19K Hold
47
– – ﹤0.01% 1694
2024
Q2 		$8.47K Buy
47
+6
+15% +$1.19K ﹤0.01% 1680
2024
Q1 		$9.14K Hold
41
– – ﹤0.01% 1739
2023
Q4 		$9.15K Buy
41
+20
+95% +$4.38K ﹤0.01% 1783
2023
Q3 		$4.66K Sell
21
-5
-19% -$1.19K ﹤0.01% 1962
2023
Q2 		$6.55K Sell
26
-33
-56% -$8.04K ﹤0.01% 1934
2023
Q1 		$13.8K Sell
59
-170
-74% -$41K ﹤0.01% 1746
2022
Q4 		$55K Buy
229
+120
+110% +$28.2K ﹤0.01% 954
2022
Q3 		$24K Sell
109
-45
-29% -$10.2K ﹤0.01% 1260
2022
Q2 		$34K Sell
154
-105
-41% -$25.7K ﹤0.01% 1456
2022
Q1 		$67K Sell
259
-523
-67% -$142K ﹤0.01% 1333
2021
Q4 		$256K Buy
782
+114
+17% +$38.9K 0.01% 987
2021
Q3 		$223K Sell
668
-38
-5% -$11.7K 0.01% 879
2021
Q2 		$223K Buy
706
+100
+17% +$31.9K 0.01% 897
2021
Q1 		$198K Buy
+606
New +$176K 0.01% 1068

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

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

Spire Wealth Management increased its Vail Resorts (MTN) stake by 14% in Q2 2026, buying an estimated $781 and bringing the position to 50 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Spire Wealth Management first reported a position in MTN in Q1 2021 and has held it in 22 quarters since. The position peaked at $256K in Q4 2021. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Spire Wealth Management held 50 shares of Vail Resorts worth $6.81K as of Q2 2026.
  • Spire Wealth Management bought 6 Vail Resorts shares in Q2 2026, an estimated $781.
  • Vail Resorts made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1757 holding.
  • Spire Wealth Management first reported a position in Vail Resorts in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vail Resorts position peaked at $256K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.