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

Western 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
2025
Q1 		– Sell
-3,391
Closed -$636K – 739
2024
Q4 		$636K Sell
3,391
-652
-16% -$117K 0.03% 391
2024
Q3 		$705K Buy
+4,043
New +$723K 0.04% 367
2024
Q1 		– Sell
-3,219
Closed -$687K – 692
2023
Q4 		$687K Buy
3,219
+42
+1% +$9.2K 0.05% 343
2023
Q3 		$705K Buy
3,177
+147
+5% +$34.9K 0.06% 316
2023
Q2 		$763K Buy
3,030
+233
+8% +$56.8K 0.07% 292
2023
Q1 		$654K Sell
2,797
-27
-1% -$6.51K 0.06% 310
2022
Q4 		$673K Sell
2,824
-811
-22% -$190K 0.07% 295
2022
Q3 		$784K Buy
3,635
+45
+1% +$10.2K 0.04% 372
2022
Q2 		$777K Buy
3,590
+337
+10% +$82.4K 0.04% 360
2022
Q1 		$847K Buy
3,253
+2,513
+340% +$684K 0.04% 376
2021
Q4 		$242K Buy
+740
New +$252K 0.02% 527
2021
Q2 		$690K Buy
+2,178
New +$694K 0.07% 285
2020
Q1 		– Sell
-1,340
Closed -$321K – 402
2019
Q4 		$321K Hold
1,340
– – 0.05% 299
2019
Q3 		$306K Sell
1,340
-5
-0.4% -$1.18K 0.06% 288
2019
Q2 		$302K Sell
1,345
-141
-9% -$31.3K 0.04% 307
2019
Q1 		$325K Sell
1,486
-425
-22% -$86.8K 0.07% 269
2018
Q4 		$400K Buy
+1,911
New +$473K 0.11% 206

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Western Wealth Management's MTN Position: Q1 2025 in Review

Western Wealth Management sold out of Vail Resorts (MTN) in Q1 2025, closing a stake of 3,391 shares — an estimated $636K sold.

Western Wealth Management first reported a position in MTN in Q4 2018 and held it in 17 quarters. The position peaked at $847K in Q1 2022. 449 funds tracked by Wall St. Rank hold MTN as of Q1 2025.

  • Western Wealth Management reported no remaining Vail Resorts position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 3,391 Vail Resorts shares in Q1 2025, an estimated $636K.
  • Western Wealth Management first reported a position in Vail Resorts in Q4 2018 and held it in 17 quarters.
  • Western Wealth Management's Vail Resorts position peaked at $847K in Q1 2022.
  • 449 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.