Concord Wealth Partners
MTD icon

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
Q3 		$139K Hold
92
– – 0.02% 250
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Concord Wealth Partners's MTD Position: Q3 2026 in Review

Concord Wealth Partners held its Mettler-Toledo International (MTD) position steady in Q3 2026 at 92 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #250.

Concord Wealth Partners first reported a position in MTD in Q4 2020 and has held it in 22 quarters since. The position peaked at $202K in Q4 2021. 479 funds tracked by Wall St. Rank hold MTD as of Q3 2026.

  • Concord Wealth Partners held 92 shares of Mettler-Toledo International worth $139K as of Q3 2026.
  • Concord Wealth Partners left its Mettler-Toledo International share count unchanged in Q3 2026.
  • Mettler-Toledo International made up 0.02% of Concord Wealth Partners's portfolio in Q3 2026, its #250 holding.
  • Concord Wealth Partners first reported a position in Mettler-Toledo International in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Mettler-Toledo International position peaked at $202K in Q4 2021.
  • 479 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.