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Summit Wealth Group (Colorado)’s Vail Resorts MTN Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-536,075
Closed -$16.2M – 484
2025
Q3 		$16.2M Buy
+536,075
New +$83.2M 1.71% 10

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MTN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Vail Resorts (MTN) in Q4 2025, closing a stake of 536,075 shares — an estimated $16.2M sold.

Summit Wealth Group (Colorado) first reported a position in MTN in Q3 2025 and held it in 1 quarter. The position peaked at $16.2M in Q3 2025. 461 funds tracked by Wall St. Rank hold MTN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Vail Resorts position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 536,075 Vail Resorts shares in Q4 2025, an estimated $16.2M.
  • Summit Wealth Group (Colorado) first reported a position in Vail Resorts in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Vail Resorts position peaked at $16.2M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Vail Resorts as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.