Congress Asset Management’s Mettler-Toledo International MTD Stock Holding History

Congress Asset 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	–	Sell	-217	Closed	-$303K	–	430
2025 Q4	$303K	Sell	217 -271	-56%	-$378K	﹤0.01%	359
2025 Q3	$599K	Buy	488 +255	+109%	+$320K	﹤0.01%	344
2025 Q2	$274K	Sell	233 -434	-65%	-$485K	﹤0.01%	368
2025 Q1	$788K	Buy	667 +12	+2%	+$15.3K	0.01%	314
2024 Q4	$802K	Sell	655 -695	-51%	-$907K	0.01%	328
2024 Q3	$2.02M	Sell	1,350 -373	-22%	-$524K	0.01%	277
2024 Q2	$2.41M	Sell	1,723 -91,731	-98%	-$125M	0.02%	269
2024 Q1	$124M	Sell	93,454 -1,591	-2%	-$1.96M	0.89%	45
2023 Q4	$115M	Sell	95,045 -2,700	-3%	-$2.92M	0.91%	45
2023 Q3	$108M	Buy	97,745 +7,359	+8%	+$9.02M	0.96%	39
2023 Q2	$119M	Sell	90,386 -1,866	-2%	-$2.62M	1.03%	29
2023 Q1	$141M	Sell	92,252 -825	-0.9%	-$1.24M	1.32%	9
2022 Q4	$135M	Sell	93,077 -15,660	-14%	-$21M	1.35%	9
2022 Q3	$118M	Buy	108,737 +736	+0.7%	+$915K	1.26%	14
2022 Q2	$124M	Buy	108,001 +461	+0.4%	+$579K	1.19%	18
2022 Q1	$148M	Buy	107,540 +114	+0.1%	+$165K	1.26%	15
2021 Q4	$182M	Sell	107,426 -4,388	-4%	-$6.63M	1.39%	10
2021 Q3	$154M	Sell	111,814 -1,625	-1%	-$2.45M	1.2%	27
2021 Q2	$157M	Sell	113,439 -4,814	-4%	-$6.21M	1.31%	18
2021 Q1	$137M	Sell	118,253 -6,070	-5%	-$7.03M	1.23%	24
2020 Q4	$142M	Sell	124,323 -2,328	-2%	-$2.55M	1.33%	17
2020 Q3	$122M	Sell	126,651 -2,234	-2%	-$2.07M	1.32%	20
2020 Q2	$104M	Sell	128,885 -1,351	-1%	-$1.01M	1.23%	27
2020 Q1	$89.9M	Sell	130,236 -2,314	-2%	-$1.73M	1.37%	15
2019 Q4	$105M	Sell	132,550 -1,237	-0.9%	-$893K	1.28%	18
2019 Q3	$94.2M	Sell	133,787 -2,108	-2%	-$1.55M	1.21%	28
2019 Q2	$114M	Sell	135,895 -6,700	-5%	-$5.05M	1.45%	5
2019 Q1	$103M	Sell	142,595 -2,698	-2%	-$1.75M	1.35%	15
2018 Q4	$82.2M	Sell	145,293 -2,335	-2%	-$1.36M	1.24%	22
2018 Q3	$89.9M	Buy	147,628 +518	+0.4%	+$305K	1.16%	33
2018 Q2	$85.1M	Sell	147,110 -735	-0.5%	-$419K	1.17%	31
2018 Q1	$85M	Buy	147,845 +3,613	+3%	+$2.27M	1.2%	29
2017 Q4	$89.4M	Sell	144,232 -293	-0.2%	-$187K	1.3%	19
2017 Q3	$90.5M	Sell	144,525 -5,203	-3%	-$3.12M	1.4%	5
2017 Q2	$88.1M	Buy	149,728 +4,475	+3%	+$2.45M	1.58%	3
2017 Q1	$69.6M	Buy	145,253 +12,400	+9%	+$5.67M	1.33%	10
2016 Q4	$55.6M	Buy	132,853 +12,394	+10%	+$5.16M	1.17%	25
2016 Q3	$50.6M	Buy	120,459 +9,096	+8%	+$3.61M	1.12%	37
2016 Q2	$40.6M	Buy	111,363 +5,397	+5%	+$1.97M	0.94%	55
2016 Q1	$36.5M	Buy	105,966 +9,197	+10%	+$2.96M	0.88%	50
2015 Q4	$32.8M	Sell	96,769 -1,123	-1%	-$360K	0.82%	51
2015 Q3	$27.9M	Buy	97,892 +26,690	+37%	+$8.43M	0.72%	66
2015 Q2	$24.3M	Sell	71,202 -16,245	-19%	-$5.35M	0.7%	55
2015 Q1	$28.7M	Buy	87,447 +17,410	+25%	+$5.39M	0.69%	57
2014 Q4	$21.2M	Sell	70,037 -12,522	-15%	-$3.44M	0.54%	58
2014 Q3	$21.1M	Buy	+82,559	New	+$21.7M	0.54%	72

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

Congress Asset Management's MTD Position: Q1 2026 in Review

Congress Asset Management sold out of Mettler-Toledo International (MTD) in Q1 2026, closing a stake of 217 shares — an estimated $303K sold.

Congress Asset Management first reported a position in MTD in Q3 2014 and held it in 46 quarters. The position peaked at $182M in Q4 2021. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Congress Asset Management reported no remaining Mettler-Toledo International position as of Q1 2026 after selling out during the quarter.
Congress Asset Management sold 217 Mettler-Toledo International shares in Q1 2026, an estimated $303K.
Congress Asset Management first reported a position in Mettler-Toledo International in Q3 2014 and held it in 46 quarters.
Congress Asset Management's Mettler-Toledo International position peaked at $182M in Q4 2021.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Congress Asset Management's 13F filing for Q1 2026, filed 14 Apr 2026.