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

Defined 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
2026 Q2	$594K	Sell	465 -5	-1%	-$6.03K	0.31%	74
2026 Q1	$593K	Buy	470 +1	+0.2%	+$1.35K	0.35%	67
2025 Q4	$654K	Hold	469	–	–	0.38%	62
2025 Q3	$576K	Buy	469 +4	+0.9%	+$5.01K	0.33%	69
2025 Q2	$546K	Sell	465 -2	-0.4%	-$2.23K	0.34%	63
2025 Q1	$551K	Sell	467 -1	-0.2%	-$1.28K	0.37%	59
2024 Q4	$573K	Hold	468	–	–	0.38%	59
2024 Q3	$702K	Buy	468 +1	+0.2%	+$1.4K	0.46%	52
2024 Q2	$653K	Buy	467 +3	+0.6%	+$4.1K	0.45%	57
2024 Q1	$618K	Hold	464	–	–	0.44%	59
2023 Q4	$563K	Hold	464	–	–	0.43%	59
2023 Q3	$514K	Buy	464 +1	+0.2%	+$1.23K	0.44%	61
2023 Q2	$607K	Hold	463	–	–	0.51%	52
2023 Q1	$708K	Hold	463	–	–	0.66%	42
2022 Q4	$669K	Hold	463	–	–	0.63%	45
2022 Q3	$502K	Hold	463	–	–	0.55%	43
2022 Q2	$532K	Hold	463	–	–	0.55%	46
2022 Q1	$636K	Hold	463	–	–	0.56%	40
2021 Q4	$786K	Hold	463	–	–	0.64%	38
2021 Q3	$638K	Hold	463	–	–	0.57%	40
2021 Q2	$641K	Hold	463	–	–	0.57%	37
2021 Q1	$535K	Hold	463	–	–	0.51%	41
2020 Q4	$528K	Buy	+463	New	+$508K	0.52%	45

Other funds holding MTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Defined Wealth Management's MTD Position: Q2 2026 in Review

Defined Wealth Management reduced its Mettler-Toledo International (MTD) stake by 1.1% in Q2 2026, selling an estimated $6.03K and leaving 465 shares worth $594K. The position accounts for 0.31% of the portfolio, ranked #74.

Defined Wealth Management first reported a position in MTD in Q4 2020 and has held it in 23 quarters since. The position peaked at $786K in Q4 2021. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

Defined Wealth Management held 465 shares of Mettler-Toledo International worth $594K as of Q2 2026.
Defined Wealth Management sold 5 Mettler-Toledo International shares in Q2 2026, an estimated $6.03K.
Mettler-Toledo International made up 0.31% of Defined Wealth Management's portfolio in Q2 2026, its #74 holding.
Defined Wealth Management first reported a position in Mettler-Toledo International in Q4 2020 and has held it in 23 quarters since.
Defined Wealth Management's Mettler-Toledo International position peaked at $786K in Q4 2021.
804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.