Position in MTN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$716,285
-$62,360 QoQ
Shares Held
5,261
-13.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#221
of 436 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $716,285 across 1 Resorts & Casinos name. MTN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTN |
Vail Resorts Inc
This page
|
5,261 | $716,285 |
All Filings in MTN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,285 | 5,261 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $778,645 | 6,068 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $392,556 | 2,956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $444,671 | 2,973 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||