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Axxcess Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Axxcess Wealth Management’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
2026
Q1 		– Sell
-529
Closed -$738K – 772
2025
Q4 		$738K Sell
529
-90
-15% -$126K 0.01% 577
2025
Q3 		$760K Sell
619
-106
-15% -$133K 0.02% 510
2025
Q2 		$852K Sell
725
-163
-18% -$182K 0.02% 471
2025
Q1 		$1.05M Buy
888
+18
+2% +$23K 0.03% 387
2024
Q4 		$1.06M Buy
870
+55
+7% +$71.8K 0.03% 394
2024
Q3 		$1.22M Buy
815
+21
+3% +$29.5K 0.03% 349
2024
Q2 		$1.11M Buy
794
+59
+8% +$80.7K 0.03% 354
2024
Q1 		$978K Sell
735
-747
-50% -$921K 0.03% 374
2023
Q4 		$1.8M Buy
1,482
+232
+19% +$251K 0.05% 264
2023
Q3 		$1.39M Buy
1,250
+573
+85% +$702K 0.05% 259
2023
Q2 		$888K Buy
677
+279
+70% +$392K 0.06% 253
2023
Q1 		$609K Sell
398
-24
-6% -$36K 0.05% 338
2022
Q4 		$610K Buy
+422
New +$565K 0.05% 317

Other funds holding MTD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Axxcess Wealth Management's MTD Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Mettler-Toledo International (MTD) in Q1 2026, closing a stake of 529 shares — an estimated $738K sold.

Axxcess Wealth Management first reported a position in MTD in Q4 2022 and held it in 13 quarters. The position peaked at $1.8M in Q4 2023. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Mettler-Toledo International position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 529 Mettler-Toledo International shares in Q1 2026, an estimated $738K.
  • Axxcess Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's Mettler-Toledo International position peaked at $1.8M in Q4 2023.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.