Apexium Financial’s Mettler-Toledo International MTD Stock Holding History

Apexium Financial’s Portfolio MTD Stock Details MTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$346K	Hold	282	–	–	0.02%	229
2025 Q2	$331K	Hold	282	–	–	0.02%	223
2025 Q1	$333K	Hold	282	–	–	0.02%	215
2024 Q4	$345K	Sell	282 -6	-2%	-$7.83K	0.02%	195
2024 Q3	$432K	Hold	288	–	–	0.03%	152
2024 Q2	$403K	Sell	288 -85	-23%	-$116K	0.03%	152
2024 Q1	$497K	Hold	373	–	–	0.04%	141
2023 Q4	$452K	Hold	373	–	–	0.03%	180
2023 Q3	$413K	Hold	373	–	–	0.04%	144
2023 Q2	$489K	Hold	373	–	–	0.04%	134
2023 Q1	$571K	Hold	373	–	–	0.06%	123
2022 Q4	$539K	Hold	373	–	–	0.06%	125
2022 Q3	$404K	Buy	+373	New	+$464K	0.05%	133

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Apexium Financial's MTD Position: Q3 2025 in Review

Apexium Financial held its Mettler-Toledo International (MTD) position steady in Q3 2025 at 282 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #229.

Apexium Financial first reported a position in MTD in Q3 2022 and has held it in 13 quarters since. The position peaked at $571K in Q1 2023. 799 funds tracked by Wall St. Rank hold MTD as of Q3 2025.

Apexium Financial held 282 shares of Mettler-Toledo International worth $346K as of Q3 2025.
Apexium Financial left its Mettler-Toledo International share count unchanged in Q3 2025.
Mettler-Toledo International made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #229 holding.
Apexium Financial first reported a position in Mettler-Toledo International in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Mettler-Toledo International position peaked at $571K in Q1 2023.
799 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.