Dougherty Wealth Advisers’s Mettler-Toledo International MTD Stock Holding History

Dougherty Wealth Advisers’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
2025 Q4	–	Sell	-47	Closed	-$57.7K	–	125
2025 Q3	$57.7K	Hold	47	–	–	0.04%	77
2025 Q2	$55.2K	Hold	47	–	–	0.04%	79
2025 Q1	$55.5K	Hold	47	–	–	0.04%	78
2024 Q4	$57.5K	Hold	47	–	–	0.04%	76
2024 Q3	$70.5K	Sell	47 -2	-4%	-$2.81K	0.06%	68
2024 Q2	$68.5K	Hold	49	–	–	0.06%	67
2024 Q1	$65.2K	Hold	49	–	–	0.06%	70
2023 Q4	$59.4K	Hold	49	–	–	0.05%	76
2023 Q3	$54.3K	Hold	49	–	–	0.06%	73
2023 Q2	$64.3K	Hold	49	–	–	0.09%	71
2023 Q1	$75K	Hold	49	–	–	0.11%	71
2022 Q4	$70.8K	Hold	49	–	–	0.12%	73
2022 Q3	$53K	Hold	49	–	–	0.1%	78
2022 Q2	$56K	Hold	49	–	–	0.1%	75
2022 Q1	$67K	Hold	49	–	–	0.1%	77
2021 Q4	$83K	Hold	49	–	–	0.12%	82
2021 Q3	$67K	Hold	49	–	–	0.1%	86
2021 Q2	$68K	Hold	49	–	–	0.1%	84
2021 Q1	$57K	Hold	49	–	–	0.09%	91
2020 Q4	$56K	Hold	49	–	–	0.09%	96
2020 Q3	$47K	Hold	49	–	–	0.16%	101
2020 Q2	$39K	Hold	49	–	–	0.14%	110
2020 Q1	$34K	Hold	49	–	–	0.14%	114
2019 Q4	$39K	Hold	49	–	–	0.12%	127
2019 Q3	$35K	Hold	49	–	–	0.12%	131
2019 Q2	$41K	Hold	49	–	–	0.12%	139
2019 Q1	$35K	Hold	49	–	–	0.12%	130
2018 Q4	$32K	Buy	+49	New	+$28.5K	0.11%	137

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dougherty Wealth Advisers's MTD Position: Q4 2025 in Review

Dougherty Wealth Advisers sold out of Mettler-Toledo International (MTD) in Q4 2025, closing a stake of 47 shares — an estimated $57.7K sold.

Dougherty Wealth Advisers first reported a position in MTD in Q4 2018 and held it in 28 quarters. The position peaked at $83K in Q4 2021. 848 funds tracked by Wall St. Rank hold MTD as of Q4 2025.

Dougherty Wealth Advisers reported no remaining Mettler-Toledo International position as of Q4 2025 after selling out during the quarter.
Dougherty Wealth Advisers sold 47 Mettler-Toledo International shares in Q4 2025, an estimated $57.7K.
Dougherty Wealth Advisers first reported a position in Mettler-Toledo International in Q4 2018 and held it in 28 quarters.
Dougherty Wealth Advisers's Mettler-Toledo International position peaked at $83K in Q4 2021.
848 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2025.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2025, filed 29 Jan 2026.