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Insight Wealth Partners, LLC → MTN

Insight Wealth Partners, LLC MTN Position History

Vail Resorts, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.3M
Q4 2025$4.8M
Q1 2026$4.9M
Q2 2026$4.3M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M166.2K——
Q2 2026$4.3M157.0K——
Q1 2026$4.9M184.1K——
Q4 2025$4.8M174.2K——
Q3 2025$4.3M155.9K——

Other funds holding MTN

Other Insight Wealth Partners, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$449.4M
VGES

VANGUARD SCOTTSDALE FDS

$23.5M
VGES

VANGUARD SCOTTSDALE FDS

$23.1M
VGES

VANGUARD SCOTTSDALE FDS

$22.9M
VGES

VANGUARD SCOTTSDALE FDS

$22.6M
VGES

VANGUARD SCOTTSDALE FDS

$20.3M
BLK

ISHARES TR

$15.2M
BLK

ISHARES TR

$14.9M