Westside Investment Management’s Vail Resorts MTN Stock Holding History

Westside Investment 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	–	Sell	-81	Closed	-$10.8K	–	1515
2025 Q4	$10.8K	Buy	81 +31	+62%	+$4.56K	﹤0.01%	1054
2025 Q3	$7.58K	Hold	50	–	–	﹤0.01%	1184
2025 Q2	$7.86K	Buy	+50	New	+$7.43K	﹤0.01%	1030
2022 Q1	–	Sell	-36	Closed	-$11	–	800
2021 Q4	$11	Hold	36	–	–	﹤0.01%	580
2021 Q3	$12	Hold	36	–	–	﹤0.01%	557
2021 Q2	$11	Hold	36	–	–	﹤0.01%	561
2021 Q1	$10	Hold	36	–	–	﹤0.01%	556
2020 Q4	$10	Hold	36	–	–	﹤0.01%	502
2020 Q3	$7	Hold	36	–	–	﹤0.01%	522
2020 Q2	$6	Hold	36	–	–	﹤0.01%	526
2020 Q1	$5	Buy	+36	New	+$7.75K	﹤0.01%	532
2019 Q2	$7K	Buy	+35	New	+$7.78K	﹤0.01%	516
2018 Q4	$42.2K	Buy	200 +175	+700%	+$43.3K	0.02%	312
2018 Q3	$6.64K	Hold	25	–	–	﹤0.01%	559
2018 Q2	$6.96K	Hold	25	–	–	﹤0.01%	631
2018 Q1	$5.48K	Hold	25	–	–	﹤0.01%	649
2017 Q4	$5.14K	Hold	25	–	–	﹤0.01%	681
2017 Q3	$5.41K	Hold	25	–	–	﹤0.01%	664
2017 Q2	$5.08K	Hold	25	–	–	﹤0.01%	664
2017 Q1	$4.75K	Hold	25	–	–	﹤0.01%	632
2016 Q4	$4.1K	Buy	+25	New	+$3.97K	﹤0.01%	531

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Westside Investment Management's MTN Position: Q1 2026 in Review

Westside Investment Management sold out of Vail Resorts (MTN) in Q1 2026, closing a stake of 81 shares — an estimated $10.8K sold.

Westside Investment Management first reported a position in MTN in Q4 2016 and held it in 21 quarters. The position peaked at $42.2K in Q4 2018. 442 funds tracked by Wall St. Rank hold MTN as of Q1 2026.

Westside Investment Management reported no remaining Vail Resorts position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 81 Vail Resorts shares in Q1 2026, an estimated $10.8K.
Westside Investment Management first reported a position in Vail Resorts in Q4 2016 and held it in 21 quarters.
Westside Investment Management's Vail Resorts position peaked at $42.2K in Q4 2018.
442 funds tracked by Wall St. Rank held Vail Resorts as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.