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SVB Wealth’s Vail Resorts MTN Stock Holding History

SVB Wealth’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
Q2 		– Sell
-72
Closed -$11.5K – 1185
2025
Q1 		$11.5K Buy
+72
New +$12K ﹤0.01% 858
2023
Q1 		– Sell
-1,359
Closed -$324K – 1059
2022
Q4 		$324K Buy
1,359
+361
+36% +$84.7K ﹤0.01% 718
2022
Q3 		$215K Buy
+998
New +$227K ﹤0.01% 829

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.38T AUM 44.17% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

SVB Wealth's MTN Position: Q2 2025 in Review

SVB Wealth sold out of Vail Resorts (MTN) in Q2 2025, closing a stake of 72 shares — an estimated $11.5K sold.

SVB Wealth first reported a position in MTN in Q3 2022 and held it in 3 quarters. The position peaked at $324K in Q4 2022. 453 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

  • SVB Wealth reported no remaining Vail Resorts position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 72 Vail Resorts shares in Q2 2025, an estimated $11.5K.
  • SVB Wealth first reported a position in Vail Resorts in Q3 2022 and held it in 3 quarters.
  • SVB Wealth's Vail Resorts position peaked at $324K in Q4 2022.
  • 453 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.