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

Congress 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
2025
Q2 		$653K Sell
556
-64
-10% -$71.5K 0.01% 837
2025
Q1 		$737K Buy
620
+443
+250% +$566K 0.01% 705
2024
Q4 		$218K Sell
177
-14
-7% -$18.3K ﹤0.01% 839
2024
Q3 		$288K Sell
191
-12
-6% -$16.8K ﹤0.01% 740
2024
Q2 		$285K Sell
203
-10,281
-98% -$14.1M ﹤0.01% 630
2024
Q1 		$14M Buy
10,484
+538
+5% +$663K 0.24% 122
2023
Q4 		$12.1M Sell
9,946
-269
-3% -$291K 0.22% 134
2023
Q3 		$11.3M Buy
10,215
+144
+1% +$176K 0.23% 126
2023
Q2 		$13.2M Sell
10,071
-174
-2% -$245K 0.31% 89
2023
Q1 		$15.7M Buy
10,245
+17
+0.2% +$25.5K 0.38% 57
2022
Q4 		$14.8M Sell
10,228
-360
-3% -$482K 0.38% 56
2022
Q3 		$11.5M Buy
10,588
+206
+2% +$256K 0.31% 81
2022
Q2 		$11.9M Sell
10,382
-130
-1% -$163K 0.3% 80
2022
Q1 		$14.4M Buy
10,512
+202
+2% +$292K 0.32% 79
2021
Q4 		$17.5M Buy
+10,310
New +$15.6M 0.35% 73

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Congress Wealth Management's MTD Position: Q2 2025 in Review

Congress Wealth Management reduced its Mettler-Toledo International (MTD) stake by 10% in Q2 2025, selling an estimated $71.5K and leaving 556 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #837.

Congress Wealth Management first reported a position in MTD in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2021. 786 funds tracked by Wall St. Rank hold MTD as of Q2 2025.

  • Congress Wealth Management held 556 shares of Mettler-Toledo International worth $653K as of Q2 2025.
  • Congress Wealth Management sold 64 Mettler-Toledo International shares in Q2 2025, an estimated $71.5K.
  • Mettler-Toledo International made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #837 holding.
  • Congress Wealth Management first reported a position in Mettler-Toledo International in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Mettler-Toledo International position peaked at $17.5M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.