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Steward Partners Investment Advisory’s Vail Resorts MTN Stock Holding History

Steward Partners Investment Advisory’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 		$128K Sell
940
-336
-26% -$43.7K ﹤0.01% 2466
2026
Q1 		$164K Buy
1,276
+249
+24% +$34K ﹤0.01% 2118
2025
Q4 		$136K Sell
1,027
-5,076
-83% -$747K ﹤0.01% 2129
2025
Q3 		$913K Sell
6,103
-1,348
-18% -$209K 0.01% 1090
2025
Q2 		$1.17M Buy
7,451
+5,667
+318% +$842K 0.01% 929
2025
Q1 		$285K Buy
1,784
+73
+4% +$12.1K ﹤0.01% 1473
2024
Q4 		$321K Buy
1,711
+1,311
+328% +$235K ﹤0.01% 1368
2024
Q3 		$69.7K Buy
400
+268
+203% +$47.9K ﹤0.01% 2058
2024
Q2 		$23.8K Sell
132
-656
-83% -$130K ﹤0.01% 2451
2024
Q1 		$176K Sell
788
-247
-24% -$54.9K ﹤0.01% 1502
2023
Q4 		$221K Sell
1,035
-450
-30% -$98.6K ﹤0.01% 1339
2023
Q3 		$330K Buy
1,485
+30
+2% +$7.12K 0.01% 1087
2023
Q2 		$366K Buy
1,455
+912
+168% +$222K 0.01% 1055
2023
Q1 		$127K Sell
543
-349
-39% -$84.1K ﹤0.01% 1483
2022
Q4 		$213K Buy
892
+468
+110% +$110K ﹤0.01% 1218
2022
Q3 		$91K Sell
424
-29
-6% -$6.59K ﹤0.01% 1534
2022
Q2 		$99K Sell
453
-494
-52% -$121K ﹤0.01% 1499
2022
Q1 		$246K Buy
947
+153
+19% +$41.6K ﹤0.01% 1216
2021
Q4 		$260K Buy
794
+480
+153% +$164K ﹤0.01% 1200
2021
Q3 		$105K Buy
314
+210
+202% +$64.8K ﹤0.01% 1522
2021
Q2 		$33K Sell
104
-3
-3% -$956 ﹤0.01% 4028
2021
Q1 		$31.2K Sell
107
-6
-5% -$1.75K ﹤0.01% 2239
2020
Q4 		$32K Sell
113
-287
-72% -$74.1K ﹤0.01% 1876
2020
Q3 		$86K Sell
400
-316
-44% -$65.1K ﹤0.01% 1273
2020
Q2 		$130K Buy
+716
New +$125K ﹤0.01% 1035
2019
Q3 		– Sell
-8
Closed -$1K – 2709
2019
Q2 		$1K Sell
8
-2,731
-100% -$607K ﹤0.01% 2541
2019
Q1 		$595K Buy
2,739
+159
+6% +$32.5K 0.03% 471
2018
Q4 		$543K Buy
2,580
+2,572
+32,150% +$636K 0.03% 467
2018
Q3 		$2K Sell
8
-945
-99% -$272K ﹤0.01% 2384
2018
Q2 		$261K Buy
953
+34
+4% +$8.32K 0.02% 595
2018
Q1 		$203K Buy
+919
New +$201K 0.01% 619

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

Steward Partners Investment Advisory's MTN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vail Resorts (MTN) stake by 26% in Q2 2026, selling an estimated $43.7K and leaving 940 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Steward Partners Investment Advisory first reported a position in MTN in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.17M in Q2 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Steward Partners Investment Advisory held 940 shares of Vail Resorts worth $128K as of Q2 2026.
  • Steward Partners Investment Advisory sold 336 Vail Resorts shares in Q2 2026, an estimated $43.7K.
  • Vail Resorts made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2466 holding.
  • Steward Partners Investment Advisory first reported a position in Vail Resorts in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Vail Resorts position peaked at $1.17M in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.