Bailard’s Mettler-Toledo International MTD Stock Holding History

Bailard’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	$433K	Sell	343 -66	-16%	-$89K	0.01%	517
2025 Q4	$570K	Buy	+409	New	+$571K	0.01%	444
2023 Q4	–	Sell	-394	Closed	-$437K	–	781
2023 Q3	$437K	Buy	394 +232	+143%	+$284K	0.01%	440
2023 Q2	$212K	Buy	162 +1	+0.6%	+$1.41K	0.01%	634
2023 Q1	$246K	Sell	161 -95	-37%	-$143K	0.01%	571
2022 Q4	$370K	Sell	256 -98	-28%	-$131K	0.01%	464
2022 Q3	$384K	Buy	354 +2	+0.6%	+$2.48K	0.02%	414
2022 Q2	$404K	Buy	352 +31	+10%	+$38.9K	0.02%	416
2022 Q1	$441K	Buy	+321	New	+$463K	0.01%	429

Other funds holding MTD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Bailard's MTD Position: Q1 2026 in Review

Bailard reduced its Mettler-Toledo International (MTD) stake by 16% in Q1 2026, selling an estimated $89K and leaving 343 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #517.

Bailard first reported a position in MTD in Q1 2022 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Bailard held 343 shares of Mettler-Toledo International worth $433K as of Q1 2026.
Bailard sold 66 Mettler-Toledo International shares in Q1 2026, an estimated $89K.
Mettler-Toledo International made up 0.01% of Bailard's portfolio in Q1 2026, its #517 holding.
Bailard first reported a position in Mettler-Toledo International in Q1 2022 and has held it in 9 quarters since.
Bailard's Mettler-Toledo International position peaked at $570K in Q4 2025.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.