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Wealth Preservation Advisors’s Vail Resorts MTN Stock Holding History

Wealth Preservation 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 		– Sell
-17
Closed -$2.26K – 1138
2025
Q4 		$2.26K Buy
17
+5
+42% +$736 ﹤0.01% 506
2025
Q3 		$1.79K Hold
12
– – ﹤0.01% 508
2025
Q2 		$1.89K Hold
12
– – ﹤0.01% 494
2025
Q1 		$1.92K Buy
+12
New +$1.99K ﹤0.01% 476

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealth Preservation Advisors's MTN Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vail Resorts (MTN) in Q1 2026, closing a stake of 17 shares — an estimated $2.26K sold.

Wealth Preservation Advisors first reported a position in MTN in Q1 2025 and held it in 4 quarters. The position peaked at $2.26K in Q4 2025. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Vail Resorts position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 17 Vail Resorts shares in Q1 2026, an estimated $2.26K.
  • Wealth Preservation Advisors first reported a position in Vail Resorts in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Vail Resorts position peaked at $2.26K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.