Bourgeon Capital Management’s Mettler-Toledo International MTD Stock Holding History

Bourgeon Capital 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	$580K	Hold	460	–	–	0.1%	71
2025 Q4	$641K	Hold	460	–	–	0.1%	77
2025 Q3	$565K	Hold	460	–	–	0.1%	73
2025 Q2	$540K	Buy	460 +1	+0.2%	+$1.12K	0.11%	72
2025 Q1	$542K	Hold	459	–	–	0.12%	75
2024 Q4	$562K	Hold	459	–	–	0.1%	83
2024 Q3	$688K	Hold	459	–	–	0.13%	68
2024 Q2	$641K	Hold	459	–	–	0.13%	73
2024 Q1	$611K	Buy	459 +454	+9,080%	+$560K	0.12%	75
2023 Q4	$6.07K	Hold	5	–	–	﹤0.01%	262
2023 Q3	$5.54K	Hold	5	–	–	﹤0.01%	253
2023 Q2	$6.56K	Hold	5	–	–	﹤0.01%	266
2023 Q1	$7.65K	Hold	5	–	–	﹤0.01%	248
2022 Q4	$7.23K	Hold	5	–	–	﹤0.01%	258
2022 Q3	$5K	Hold	5	–	–	﹤0.01%	261
2022 Q2	$6K	Hold	5	–	–	﹤0.01%	244
2022 Q1	$7K	Hold	5	–	–	﹤0.01%	242
2021 Q4	$8K	Hold	5	–	–	﹤0.01%	229
2021 Q3	$7K	Hold	5	–	–	﹤0.01%	242
2021 Q2	$7K	Hold	5	–	–	﹤0.01%	243
2021 Q1	$6K	Hold	5	–	–	﹤0.01%	245
2020 Q4	$6K	Hold	5	–	–	﹤0.01%	232
2020 Q3	$5K	Hold	5	–	–	﹤0.01%	237
2020 Q2	$4K	Hold	5	–	–	﹤0.01%	224
2020 Q1	$3K	Hold	5	–	–	﹤0.01%	234
2019 Q4	$4K	Hold	5	–	–	﹤0.01%	216
2019 Q3	$4K	Buy	+5	New	+$3.67K	﹤0.01%	214

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

Bourgeon Capital Management's MTD Position: Q1 2026 in Review

Bourgeon Capital Management held its Mettler-Toledo International (MTD) position steady in Q1 2026 at 460 shares worth $580K. The position accounts for 0.1% of the portfolio, ranked #71.

Bourgeon Capital Management first reported a position in MTD in Q3 2019 and has held it in 27 quarters since. The position peaked at $688K in Q3 2024. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Bourgeon Capital Management held 460 shares of Mettler-Toledo International worth $580K as of Q1 2026.
Bourgeon Capital Management left its Mettler-Toledo International share count unchanged in Q1 2026.
Mettler-Toledo International made up 0.1% of Bourgeon Capital Management's portfolio in Q1 2026, its #71 holding.
Bourgeon Capital Management first reported a position in Mettler-Toledo International in Q3 2019 and has held it in 27 quarters since.
Bourgeon Capital Management's Mettler-Toledo International position peaked at $688K in Q3 2024.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.