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 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 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

Concord Wealth Partners's MTD Position: Q1 2026 in Review

Concord Wealth Partners sold out of Mettler-Toledo International (MTD) in Q1 2026, closing a stake of 92 shares — an estimated $128K sold.

Concord Wealth Partners first reported a position in MTD in Q4 2020 and held it in 20 quarters. The position peaked at $202K in Q4 2021. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Concord Wealth Partners reported no remaining Mettler-Toledo International position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 92 Mettler-Toledo International shares in Q1 2026, an estimated $128K.
Concord Wealth Partners first reported a position in Mettler-Toledo International in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Mettler-Toledo International position peaked at $202K in Q4 2021.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.