Summit Trail Advisors’s Vail Resorts MTN Stock Holding History

Summit Trail Advisors’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 Q1	$1.54M	Buy	12,036 +5,551	+86%	+$757K	0.02%	705
2025 Q4	$870K	Sell	6,485 -1,209	-16%	-$178K	0.02%	881
2025 Q3	$1.15M	Buy	+7,694	New	+$1.19M	0.02%	747
2018 Q4	–	Sell	-1,519	Closed	-$417K	–	187
2018 Q3	$417K	Buy	1,519 +415	+38%	+$119K	0.09%	122
2018 Q2	$304K	Sell	1,104 -3,928	-78%	-$962K	0.11%	106
2018 Q1	$921K	Buy	5,032 +588	+13%	+$129K	0.16%	142
2017 Q4	$1.02M	Buy	+4,444	New	+$995K	0.13%	152

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Trail Advisors's MTN Position: Q1 2026 in Review

Summit Trail Advisors increased its Vail Resorts (MTN) stake by 86% in Q1 2026, buying an estimated $757K and bringing the position to 12,036 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #705.

Summit Trail Advisors first reported a position in MTN in Q4 2017 and has held it in 7 quarters since. 441 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

Summit Trail Advisors held 12,036 shares of Vail Resorts worth $1.54M as of Q1 2026.
Summit Trail Advisors bought 5,551 Vail Resorts shares in Q1 2026, an estimated $757K.
Vail Resorts made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #705 holding.
Summit Trail Advisors first reported a position in Vail Resorts in Q4 2017 and has held it in 7 quarters since.
441 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.