UCFA
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United Capital Financial Advisors’s Vail Resorts MTN Stock Holding History

United Capital Financial 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
Q2 		– Sell
-1,860
Closed -$239K – 1701
2026
Q1 		$239K Buy
+1,860
New +$254K ﹤0.01% 1475
2023
Q1 		– Sell
-1,040
Closed -$248K – 1032
2022
Q4 		$248K Buy
1,040
+13
+1% +$3.05K ﹤0.01% 929
2022
Q3 		$221K Sell
1,027
-20
-2% -$4.55K ﹤0.01% 985
2022
Q2 		$228K Sell
1,047
-1,624
-61% -$397K ﹤0.01% 1016
2022
Q1 		$695K Buy
2,671
+24
+0.9% +$6.53K ﹤0.01% 759
2021
Q4 		$868K Sell
2,647
-24
-0.9% -$8.18K ﹤0.01% 711
2021
Q3 		$892K Buy
2,671
+594
+29% +$183K ﹤0.01% 704
2021
Q2 		$657K Sell
2,077
-12
-0.6% -$3.82K ﹤0.01% 803
2021
Q1 		$609K Sell
2,089
-2
-0.1% -$582 ﹤0.01% 797
2020
Q4 		$583K Sell
2,091
-63
-3% -$16.3K ﹤0.01% 811
2020
Q3 		$461K Sell
2,154
-31
-1% -$6.39K ﹤0.01% 849
2020
Q2 		$398K Buy
2,185
+54
+3% +$9.45K ﹤0.01% 938
2020
Q1 		$315K Sell
2,131
-165
-7% -$35.5K ﹤0.01% 958
2019
Q4 		$551K Sell
2,296
-28,898
-93% -$6.84M ﹤0.01% 962
2019
Q3 		$7.1M Buy
+31,194
New +$7.36M 0.05% 335
2019
Q1 		– Sell
-1,772
Closed -$374K – 1385
2018
Q4 		$374K Sell
1,772
-166
-9% -$41.1K ﹤0.01% 999
2018
Q3 		$532K Sell
1,938
-44
-2% -$12.7K ﹤0.01% 956
2018
Q2 		$543K Sell
1,982
-124
-6% -$30.4K ﹤0.01% 926
2018
Q1 		$467K Buy
+2,106
New +$461K ﹤0.01% 978
2016
Q1 		– Sell
-2,756
Closed -$353K – 1249
2015
Q4 		$353K Sell
2,756
-773
-22% -$90.9K ﹤0.01% 974
2015
Q3 		$369K Sell
3,529
-94
-3% -$10.2K ﹤0.01% 990
2015
Q2 		$396K Buy
+3,623
New +$379K ﹤0.01% 998
2015
Q1 		– Sell
-5,233
Closed -$477K – 1258
2014
Q4 		$477K Sell
5,233
-235
-4% -$20.4K 0.01% 839
2014
Q3 		$474K Buy
+5,468
New +$434K 0.01% 807

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

United Capital Financial Advisors's MTN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 1,860 shares — an estimated $239K sold.

United Capital Financial Advisors first reported a position in MTN in Q3 2014 and held it in 24 quarters. The position peaked at $7.1M in Q3 2019. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,860 Vail Resorts shares in Q2 2026, an estimated $239K.
  • United Capital Financial Advisors first reported a position in Vail Resorts in Q3 2014 and held it in 24 quarters.
  • United Capital Financial Advisors's Vail Resorts position peaked at $7.1M in Q3 2019.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.