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

Campbell 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
2024 Q4	$608K	Buy	+497	New	+$648K	0.05%	40
2024 Q2	–	Sell	-497	Closed	-$662K	–	78
2024 Q1	$662K	Buy	+497	New	+$613K	0.07%	37
2023 Q4	–	Sell	-497	Closed	-$551K	–	70
2023 Q3	$551K	Hold	497	–	–	0.07%	33
2023 Q2	$652K	Hold	497	–	–	0.08%	29
2023 Q1	$761K	Sell	497 -1	-0.2%	-$1.5K	0.1%	30
2022 Q4	$720K	Sell	498 -66	-12%	-$88.3K	0.1%	29
2022 Q3	$611K	Buy	+564	New	+$701K	0.09%	31
2022 Q2	–	Sell	-564	Closed	-$774K	–	68
2022 Q1	$774K	Hold	564	–	–	0.09%	22
2021 Q4	$957K	Sell	564 -8	-1%	-$12.1K	0.11%	22
2021 Q3	$788K	Hold	572	–	–	0.11%	21
2021 Q2	$792K	Hold	572	–	–	0.11%	21
2021 Q1	$661K	Hold	572	–	–	0.09%	24
2020 Q4	$652K	Hold	572	–	–	0.1%	25
2020 Q3	$552K	Hold	572	–	–	0.09%	26
2020 Q2	$461K	Hold	572	–	–	0.08%	27
2020 Q1	$395K	Hold	572	–	–	0.09%	27
2019 Q4	$454K	Hold	572	–	–	0.09%	29
2019 Q3	$403K	Hold	572	–	–	0.09%	31
2019 Q2	$480K	Hold	572	–	–	0.12%	26
2019 Q1	$414K	Hold	572	–	–	0.11%	26
2018 Q4	$324K	Buy	+572	New	+$332K	0.1%	32

Other funds holding MTD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Campbell Wealth Management's MTD Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Mettler-Toledo International (MTD) in Q4 2024: 497 shares worth $608K. The stake represents 0.05% of the portfolio and ranks #40 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in MTD as recently as Q1 2024.

Campbell Wealth Management first reported a position in MTD in Q4 2018 and has held it in 21 quarters since. The position peaked at $957K in Q4 2021. 813 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Campbell Wealth Management held 497 shares of Mettler-Toledo International worth $608K as of Q4 2024.
Mettler-Toledo International was a new Campbell Wealth Management position in Q4 2024.
Mettler-Toledo International made up 0.05% of Campbell Wealth Management's portfolio in Q4 2024, its #40 holding.
Campbell Wealth Management first reported a position in Mettler-Toledo International in Q4 2018 and has held it in 21 quarters since.
Campbell Wealth Management's Mettler-Toledo International position peaked at $957K in Q4 2021.
813 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.