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Crown Oak Advisors’s Mettler-Toledo International MTD Stock Holding History

Crown Oak Advisors’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
Q2 		$7.42M Sell
5,806
-214
-4% -$258K 3.45% 10
2026
Q1 		$7.59M Buy
6,020
+36
+0.6% +$48.6K 3.81% 10
2025
Q4 		$8.34M Sell
5,984
-51
-0.8% -$71.2K 3.96% 12
2025
Q3 		$7.09M Hold
6,035
– – 3.35% 14
2025
Q2 		$7.09M Buy
6,035
+93
+2% +$104K 3.35% 14
2025
Q1 		$7.02M Buy
5,942
+298
+5% +$381K 3.55% 14
2024
Q4 		$6.91M Buy
5,644
+702
+14% +$916K 3.56% 15
2024
Q3 		$7.41M Sell
4,942
-360
-7% -$505K 4.12% 12
2024
Q2 		$7.41M Buy
5,302
+7
+0.1% +$9.57K 4.19% 12
2024
Q1 		$7.05M Sell
5,295
-5
-0.1% -$6.16K 3.88% 14
2023
Q4 		$6.43M Buy
+5,300
New +$5.73M 3.76% 14

Other funds holding MTD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Crown Oak Advisors's MTD Position: Q2 2026 in Review

Crown Oak Advisors reduced its Mettler-Toledo International (MTD) stake by 3.6% in Q2 2026, selling an estimated $258K and leaving 5,806 shares worth $7.42M. The position accounts for 3.45% of the portfolio, ranked #10.

Crown Oak Advisors first reported a position in MTD in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.34M in Q4 2025. 362 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Crown Oak Advisors held 5,806 shares of Mettler-Toledo International worth $7.42M as of Q2 2026.
  • Crown Oak Advisors sold 214 Mettler-Toledo International shares in Q2 2026, an estimated $258K.
  • Mettler-Toledo International made up 3.45% of Crown Oak Advisors's portfolio in Q2 2026, its #10 holding.
  • Crown Oak Advisors first reported a position in Mettler-Toledo International in Q4 2023 and has held it in 11 quarters since.
  • Crown Oak Advisors's Mettler-Toledo International position peaked at $8.34M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.