Creative Planning
MTD icon

Creative Planning’s Mettler-Toledo International MTD Stock Holding History

Creative Planning’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 		$8.03M Buy
6,367
+1,554
+32% +$2.1M 0.01% 841
2025
Q4 		$6.71M Buy
4,813
+381
+9% +$532K ﹤0.01% 816
2025
Q3 		$5.44M Buy
4,432
+858
+24% +$1.08M ﹤0.01% 814
2025
Q2 		$4.2M Buy
3,574
+703
+24% +$786K ﹤0.01% 846
2025
Q1 		$3.39M Sell
2,871
-156
-5% -$199K ﹤0.01% 878
2024
Q4 		$3.7M Buy
3,027
+266
+10% +$347K ﹤0.01% 797
2024
Q3 		$4.14M Buy
2,761
+63
+2% +$88.4K ﹤0.01% 712
2024
Q2 		$3.77M Buy
2,698
+306
+13% +$419K ﹤0.01% 723
2024
Q1 		$3.18M Buy
2,392
+416
+21% +$513K ﹤0.01% 779
2023
Q4 		$2.4M Buy
1,976
+526
+36% +$569K ﹤0.01% 843
2023
Q3 		$1.61M Buy
1,450
+360
+33% +$441K ﹤0.01% 953
2023
Q2 		$1.43M Buy
1,090
+148
+16% +$208K ﹤0.01% 962
2023
Q1 		$1.44M Sell
942
-211
-18% -$317K ﹤0.01% 907
2022
Q4 		$1.67M Buy
1,153
+146
+14% +$195K ﹤0.01% 820
2022
Q3 		$1.09M Buy
1,007
+149
+17% +$185K ﹤0.01% 931
2022
Q2 		$986K Buy
858
+68
+9% +$85.4K ﹤0.01% 987
2022
Q1 		$1.08M Buy
790
+3
+0.4% +$4.33K ﹤0.01% 948
2021
Q4 		$1.34M Buy
787
+18
+2% +$27.2K ﹤0.01% 828
2021
Q3 		$1.06M Buy
769
+16
+2% +$24.1K ﹤0.01% 921
2021
Q2 		$1.04M Sell
753
-139
-16% -$179K ﹤0.01% 914
2021
Q1 		$1.03M Buy
892
+133
+18% +$154K ﹤0.01% 1011
2020
Q4 		$865K Buy
759
+2
+0.3% +$2.19K ﹤0.01% 1025
2020
Q3 		$731K Sell
757
-1
-0.1% -$928 ﹤0.01% 946
2020
Q2 		$611K Buy
758
+158
+26% +$118K ﹤0.01% 944
2020
Q1 		$414K Sell
600
-72
-11% -$53.7K ﹤0.01% 1042
2019
Q4 		$533K Buy
672
+36
+6% +$26K ﹤0.01% 1078
2019
Q3 		$448K Sell
636
-4
-0.6% -$2.94K ﹤0.01% 1131
2019
Q2 		$538K Buy
640
+2
+0.3% +$1.51K ﹤0.01% 1037
2019
Q1 		$461K Sell
638
-78
-11% -$50.7K ﹤0.01% 1078
2018
Q4 		$405K Buy
716
+160
+29% +$92.9K ﹤0.01% 1070
2018
Q3 		$339K Buy
556
+71
+15% +$41.8K ﹤0.01% 1316
2018
Q2 		$281K Sell
485
-91
-16% -$51.9K ﹤0.01% 1414
2018
Q1 		$331K Sell
576
-158
-22% -$99.3K ﹤0.01% 1295
2017
Q4 		$455K Sell
734
-6
-0.8% -$3.84K ﹤0.01% 1136
2017
Q3 		$463K Sell
740
-572
-44% -$343K ﹤0.01% 1093
2017
Q2 		$772K Buy
1,312
+161
+14% +$88.2K ﹤0.01% 813
2017
Q1 		$551K Buy
1,151
+79
+7% +$36.1K ﹤0.01% 940
2016
Q4 		$449K Buy
1,072
+145
+16% +$60.4K ﹤0.01% 975
2016
Q3 		$389K Buy
927
+758
+449% +$301K ﹤0.01% 1028
2016
Q2 		$62K Buy
169
+18
+12% +$6.58K ﹤0.01% 1987
2016
Q1 		$52K Sell
151
-10
-6% -$3.22K ﹤0.01% 2074
2015
Q4 		$55K Buy
161
+10
+7% +$3.21K ﹤0.01% 2043
2015
Q3 		$43K Buy
+151
New +$47.7K ﹤0.01% 2144
2015
Q2 		– Sell
-145
Closed -$48K – 2292
2015
Q1 		$48K Hold
145
– – ﹤0.01% 2057
2014
Q4 		$44K Hold
145
– – ﹤0.01% 2089
2014
Q3 		$37K Hold
145
– – ﹤0.01% 2131
2014
Q2 		$37K Sell
145
-5
-3% -$1.2K ﹤0.01% 2084
2014
Q1 		$35K Buy
150
+2
+1% +$490 ﹤0.01% 2032
2013
Q4 		$36K Buy
148
+3
+2% +$733 ﹤0.01% 1816
2013
Q3 		$35K Buy
145
+40
+38% +$9.02K ﹤0.01% 1740
2013
Q2 		$21K Buy
+105
New +$22.4K ﹤0.01% 1900

Other funds holding MTD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Creative Planning's MTD Position: Q1 2026 in Review

Creative Planning increased its Mettler-Toledo International (MTD) stake by 32% in Q1 2026, buying an estimated $2.1M and bringing the position to 6,367 shares worth $8.03M. The position accounts for 0.01% of the portfolio, ranked #841.

Creative Planning first reported a position in MTD in Q2 2013 and has held it in 51 quarters since. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Creative Planning held 6,367 shares of Mettler-Toledo International worth $8.03M as of Q1 2026.
  • Creative Planning bought 1,554 Mettler-Toledo International shares in Q1 2026, an estimated $2.1M.
  • Mettler-Toledo International made up 0.01% of Creative Planning's portfolio in Q1 2026, its #841 holding.
  • Creative Planning first reported a position in Mettler-Toledo International in Q2 2013 and has held it in 51 quarters since.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.