WHG
MTN icon

Westwood Holdings Group’s Vail Resorts MTN Stock Holding History

Westwood Holdings Group’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 		$14.9M Sell
109,742
-6,181
-5% -$804K 0.11% 224
2026
Q1 		$14.9M Buy
115,923
+21
+0% +$2.86K 0.11% 216
2025
Q4 		$15.4M Buy
+115,902
New +$17.1M 0.13% 204

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

Westwood Holdings Group's MTN Position: Q2 2026 in Review

Westwood Holdings Group reduced its Vail Resorts (MTN) stake by 5.3% in Q2 2026, selling an estimated $804K and leaving 109,742 shares worth $14.9M. The position accounts for 0.11% of the portfolio, ranked #224.

Westwood Holdings Group first reported a position in MTN in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.4M in Q4 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Westwood Holdings Group held 109,742 shares of Vail Resorts worth $14.9M as of Q2 2026.
  • Westwood Holdings Group sold 6,181 Vail Resorts shares in Q2 2026, an estimated $804K.
  • Vail Resorts made up 0.11% of Westwood Holdings Group's portfolio in Q2 2026, its #224 holding.
  • Westwood Holdings Group first reported a position in Vail Resorts in Q4 2025 and has held it in 3 quarters since.
  • Westwood Holdings Group's Vail Resorts position peaked at $15.4M in Q4 2025.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.