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Summit Securities Group’s Vail Resorts MTN Stock Holding History

Summit Securities Group’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 		– Sell
-100
Closed -$12.8K – 1298
2026
Q1 		$12.8K Buy
+100
New +$13.6K ﹤0.01% 619
2025
Q3 		– Sell
-200
Closed -$31.4K – 1247
2025
Q2 		$31.4K Buy
+200
New +$29.7K 0.01% 623
2023
Q3 		– Sell
-100
Closed -$25K – 871
2023
Q2 		$25K Buy
100
+99
+9,900% +$24.1K ﹤0.01% 574
2023
Q1 		$0 Buy
+1
New +$241 ﹤0.01% 1108
2019
Q4 		– Sell
-1,200
Closed -$273K – 488
2019
Q3 		$273K Sell
1,200
-1,300
-52% -$307K 0.02% 264
2019
Q2 		$558K Buy
+2,500
New +$555K 0.06% 195
2018
Q2 		– Sell
-2,200
Closed -$488K – 243
2018
Q1 		$488K Buy
+2,200
New +$482K 0.12% 89
2017
Q2 		– Sell
-1,400
Closed -$269K – 334
2017
Q1 		$269K Buy
+1,400
New +$248K 0.08% 242
2015
Q3 		– Sell
-100
Closed -$11K – 457
2015
Q2 		$11K Buy
+100
New +$10.5K 0.01% 365
2014
Q3 		– Sell
-5,000
Closed -$386K – 766
2014
Q2 		$386K Buy
+5,000
New +$351K 0.13% 103
2013
Q3 		– Sell
-194
Closed -$12K – 512
2013
Q2 		$12K Buy
+194
New +$12.1K 0.01% 295

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

Summit Securities Group's MTN Position: Q2 2026 in Review

Summit Securities Group sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 100 shares — an estimated $12.8K sold.

Summit Securities Group first reported a position in MTN in Q2 2013 and held it in 11 quarters. The position peaked at $558K in Q2 2019. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Summit Securities Group reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 100 Vail Resorts shares in Q2 2026, an estimated $12.8K.
  • Summit Securities Group first reported a position in Vail Resorts in Q2 2013 and held it in 11 quarters.
  • Summit Securities Group's Vail Resorts position peaked at $558K in Q2 2019.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.