True Wealth Design’s Vail Resorts MTN Stock Holding History

True Wealth Design’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	$409	Buy	3 +2	+200%	+$260	﹤0.01%	2265
2026 Q1	$129	Sell	1 -12	-92%	-$1.64K	﹤0.01%	2422
2025 Q4	$1.73K	Hold	13	–	–	﹤0.01%	1505
2025 Q3	$1.95K	Sell	13 -11	-46%	-$1.71K	﹤0.01%	1471
2025 Q2	$3.77K	Buy	24 +21	+700%	+$3.12K	﹤0.01%	920
2025 Q1	$481	Buy	+3	New	+$499	﹤0.01%	1554
2024 Q2	–	Sell	-3	Closed	-$669	–	815
2024 Q1	$669	Buy	3 +2	+200%	+$445	﹤0.01%	560
2023 Q4	$214	Hold	1	–	–	﹤0.01%	670
2023 Q3	$222	Hold	1	–	–	﹤0.01%	618
2023 Q2	$252	Hold	1	–	–	﹤0.01%	617
2023 Q1	$234	Hold	1	–	–	﹤0.01%	705
2022 Q4	$238	Buy	+1	New	+$235	﹤0.01%	638

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

True Wealth Design's MTN Position: Q2 2026 in Review

True Wealth Design increased its Vail Resorts (MTN) stake by 200% in Q2 2026, buying an estimated $260 and bringing the position to 3 shares worth $409. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

True Wealth Design first reported a position in MTN in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.77K in Q2 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

True Wealth Design held 3 shares of Vail Resorts worth $409 as of Q2 2026.
True Wealth Design bought 2 Vail Resorts shares in Q2 2026, an estimated $260.
Vail Resorts made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2265 holding.
True Wealth Design first reported a position in Vail Resorts in Q4 2022 and has held it in 12 quarters since.
True Wealth Design's Vail Resorts position peaked at $3.77K in Q2 2025.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.