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

Dogwood 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 		$1.28K Sell
1
-1
-50% -$1.21K ﹤0.01% 740
2026
Q1 		$2.52K Hold
2
– – ﹤0.01% 597
2025
Q4 		$2.79K Buy
2
+1
+100% +$1.4K ﹤0.01% 513
2025
Q3 		$1.23K Hold
1
– – ﹤0.01% 583
2025
Q2 		$1.21K Buy
+1
New +$1.12K ﹤0.01% 602
2024
Q4 		– Hold
0
– -$3 – 528
2024
Q3 		– Hold
0
– – – 413
2024
Q2 		– Hold
0
– – – 400
2024
Q1 		– Hold
0
– – – 395
2023
Q4 		– Hold
0
– – – 423

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PAM
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return