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Western Pacific Wealth Management’s Vail Resorts MTN Stock Holding History

Western Pacific Wealth Management’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 		$342K Hold
2,665
– – 0.35% 41
2025
Q4 		$354K Hold
2,665
– – 0.34% 41
2025
Q3 		$399K Hold
2,665
– – 0.39% 35
2025
Q2 		$419K Buy
2,665
+405
+18% +$60.2K 0.4% 35
2025
Q1 		$362K Buy
2,260
+710
+46% +$118K 0.33% 38
2024
Q4 		$291K Buy
+1,550
New +$277K 0.23% 47

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Western Pacific Wealth Management's MTN Position: Q1 2026 in Review

Western Pacific Wealth Management held its Vail Resorts (MTN) position steady in Q1 2026 at 2,665 shares worth $342K. The position accounts for 0.35% of the portfolio, ranked #41.

Western Pacific Wealth Management first reported a position in MTN in Q4 2024 and has held it in 6 quarters since. The position peaked at $419K in Q2 2025. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

  • Western Pacific Wealth Management held 2,665 shares of Vail Resorts worth $342K as of Q1 2026.
  • Western Pacific Wealth Management left its Vail Resorts share count unchanged in Q1 2026.
  • Vail Resorts made up 0.35% of Western Pacific Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Western Pacific Wealth Management first reported a position in Vail Resorts in Q4 2024 and has held it in 6 quarters since.
  • Western Pacific Wealth Management's Vail Resorts position peaked at $419K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.