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 Q3	–	Hold	0	–	–	–	413
2024 Q2	–	Hold	0	–	–	–	400
2024 Q1	–	Hold	0	–	–	–	395
2023 Q4	–	Hold	0	–	–	–	423

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management reduced its Mettler-Toledo International (MTD) stake by 50% in Q2 2026, selling an estimated $1.21K and leaving 1 share worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Dogwood Wealth Management first reported a position in MTD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.79K in Q4 2025. 807 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

Dogwood Wealth Management held 1 share of Mettler-Toledo International worth $1.28K as of Q2 2026.
Dogwood Wealth Management sold 1 Mettler-Toledo International share in Q2 2026, an estimated $1.21K.
Mettler-Toledo International made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #740 holding.
Dogwood Wealth Management first reported a position in Mettler-Toledo International in Q2 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Mettler-Toledo International position peaked at $2.79K in Q4 2025.
807 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.