Whittier Trust’s Vail Resorts MTN Stock Holding History

Whittier Trust’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	$626K	Buy	+4,403	New	+$573K	0.01%	456
2023 Q3	–	Sell	-42	Closed	-$10.6K	–	1695
2023 Q2	$10.6K	Hold	42	–	–	﹤0.01%	1261
2023 Q1	$9.81K	Hold	42	–	–	﹤0.01%	1303
2022 Q4	$10K	Hold	42	–	–	﹤0.01%	1288
2022 Q3	$9K	Buy	+42	New	+$9.55K	﹤0.01%	1359
2022 Q2	–	Sell	-5	Closed	-$1K	–	1740
2022 Q1	$1K	Sell	5 -39	-89%	-$10.6K	﹤0.01%	1651
2021 Q4	$14K	Hold	44	–	–	﹤0.01%	1258
2021 Q3	$15K	Hold	44	–	–	﹤0.01%	1185
2021 Q2	$14K	Sell	44 -2,000	-98%	-$637K	﹤0.01%	1217
2021 Q1	$596K	Hold	2,044	–	–	0.01%	443
2020 Q4	$570K	Sell	2,044 -1,987	-49%	-$513K	0.01%	413
2020 Q3	$863K	Buy	+4,031	New	+$831K	0.02%	341
2020 Q2	–	Sell	-2	Closed	–	–	1464
2020 Q1	$0	Hold	2	–	–	﹤0.01%	1552
2019 Q4	$0	Buy	+2	New	+$473	﹤0.01%	1567

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Whittier Trust's MTN Position: Q2 2026 in Review

Whittier Trust opened a new position in Vail Resorts (MTN) in Q2 2026: 4,403 shares worth $626K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Whittier Trust previously reported a position in MTN as recently as Q2 2023.

Whittier Trust first reported a position in MTN in Q4 2019 and has held it in 14 quarters since. The position peaked at $863K in Q3 2020. 439 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Whittier Trust held 4,403 shares of Vail Resorts worth $626K as of Q2 2026.
Vail Resorts was a new Whittier Trust position in Q2 2026.
Vail Resorts made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #456 holding.
Whittier Trust first reported a position in Vail Resorts in Q4 2019 and has held it in 14 quarters since.
Whittier Trust's Vail Resorts position peaked at $863K in Q3 2020.
439 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.