XML Financial’s Vail Resorts MTN Stock Holding History

XML Financial’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	-1,698	Closed	-$218K	–	458
2026 Q1	$218K	Buy	1,698 +30	+2%	+$4.09K	0.02%	391
2025 Q4	$222K	Buy	+1,668	New	+$245K	0.02%	394

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

XML Financial's MTN Position: Q2 2026 in Review

XML Financial sold out of Vail Resorts (MTN) in Q2 2026, closing a stake of 1,698 shares — an estimated $218K sold.

XML Financial first reported a position in MTN in Q4 2025 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

XML Financial reported no remaining Vail Resorts position as of Q2 2026 after selling out during the quarter.
XML Financial sold 1,698 Vail Resorts shares in Q2 2026, an estimated $218K.
XML Financial first reported a position in Vail Resorts in Q4 2025 and held it in 2 quarters.
XML Financial's Vail Resorts position peaked at $222K in Q4 2025.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.