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Whipplewood Advisors’s Vail Resorts MTN Stock Holding History

Whipplewood 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
Q2 		– Sell
-1,600
Closed -$205K – 905
2026
Q1 		$205K Hold
1,600
– – 0.11% 126
2025
Q4 		$212K Hold
1,600
– – 0.14% 117
2025
Q3 		$239K Hold
1,600
– – 0.16% 113
2025
Q2 		$251K Buy
1,600
+1,457
+1,019% +$216K 0.14% 146
2025
Q1 		$160K Sell
143
-857
-86% -$142K 0.09% 181
2024
Q4 		$187K Buy
+1,000
New +$179K 0.11% 167

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

Whipplewood Advisors's MTN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 1,600 shares — an estimated $205K sold.

Whipplewood Advisors first reported a position in MTN in Q4 2024 and held it in 6 quarters. The position peaked at $251K in Q2 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

  • Whipplewood Advisors reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,600 Vail Resorts shares in Q2 2026, an estimated $205K.
  • Whipplewood Advisors first reported a position in Vail Resorts in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Vail Resorts position peaked at $251K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.