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Concord Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

Concord Wealth Partners’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
Q2 		$118K Buy
+92
New +$111K 0.01% 274
2026
Q1 		– Sell
-92
Closed -$128K – 575
2025
Q4 		$128K Hold
92
– – 0.02% 231
2025
Q3 		$113K Hold
92
– – 0.02% 248
2025
Q2 		$108K Hold
92
– – 0.02% 261
2025
Q1 		$109K Hold
92
– – 0.02% 238
2024
Q4 		$113K Hold
92
– – 0.02% 243
2024
Q3 		$138K Hold
92
– – 0.02% 233
2024
Q2 		$129K Hold
92
– – 0.02% 227
2024
Q1 		$122K Hold
92
– – 0.02% 251
2023
Q4 		$112K Hold
92
– – 0.02% 268
2023
Q3 		$102K Hold
92
– – 0.02% 278
2023
Q2 		$121K Hold
92
– – 0.03% 249
2023
Q1 		$141K Hold
92
– – 0.04% 209
2022
Q4 		$133K Buy
+92
New +$123K 0.04% 208
2022
Q3 		– Sell
-92
Closed -$106K – 752
2022
Q2 		$106K Sell
92
-25
-21% -$31.4K 0.03% 255
2022
Q1 		$161K Sell
117
-2
-2% -$2.89K 0.04% 216
2021
Q4 		$202K Buy
119
+22
+23% +$33.3K 0.05% 187
2021
Q3 		$134K Sell
97
-14
-13% -$21.1K 0.05% 112
2021
Q2 		$154K Buy
111
+7
+7% +$9.03K 0.04% 169
2021
Q1 		$120K Buy
104
+12
+13% +$13.9K 0.04% 189
2020
Q4 		$105K Buy
+92
New +$101K 0.08% 130

Other funds holding MTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's MTD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Mettler-Toledo International (MTD) in Q2 2026: 92 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MTD as recently as Q4 2025.

Concord Wealth Partners first reported a position in MTD in Q4 2020 and has held it in 21 quarters since. The position peaked at $202K in Q4 2021. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Concord Wealth Partners held 92 shares of Mettler-Toledo International worth $118K as of Q2 2026.
  • Mettler-Toledo International was a new Concord Wealth Partners position in Q2 2026.
  • Mettler-Toledo International made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Concord Wealth Partners first reported a position in Mettler-Toledo International in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Mettler-Toledo International position peaked at $202K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.