Elevation Wealth Partners
MTD icon

Elevation Wealth Partners’s Mettler-Toledo International MTD Stock Holding History

Elevation Wealth Partners’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
Q3 		$75.5K Hold
50
– – 0.02% 262
2026
Q2 		$63.9K Sell
50
-3
-6% -$3.62K 0.02% 250
2026
Q1 		$66.8K Buy
53
+1
+2% +$1.35K 0.02% 205
2025
Q4 		$72.5K Sell
52
-75
-59% -$105K 0.03% 194
2025
Q3 		$156K Sell
127
-73
-37% -$91.5K 0.06% 132
2025
Q2 		$235K Hold
200
– – 0.09% 102
2025
Q1 		$236K Hold
200
– – 0.1% 101
2024
Q4 		$245K Hold
200
– – 0.1% 99
2024
Q3 		$300K Hold
200
– – 0.13% 89
2024
Q2 		$280K Hold
200
– – 0.13% 88
2024
Q1 		$266K Hold
200
– – 0.13% 95
2023
Q4 		$222K Hold
200
– – 0.13% 92
2023
Q3 		$222K Hold
200
– – 0.19% 51
2023
Q2 		$262K Hold
200
– – 0.22% 48
2023
Q1 		$306K Buy
+200
New +$300K 0.28% 48

Other funds holding MTD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Elevation Wealth Partners's MTD Position: Q3 2026 in Review

Elevation Wealth Partners held its Mettler-Toledo International (MTD) position steady in Q3 2026 at 50 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #262.

Elevation Wealth Partners first reported a position in MTD in Q1 2023 and has held it in 15 quarters since. The position peaked at $306K in Q1 2023. 388 funds tracked by Wall St. Rank hold MTD as of Q3 2026.

  • Elevation Wealth Partners held 50 shares of Mettler-Toledo International worth $75.5K as of Q3 2026.
  • Elevation Wealth Partners left its Mettler-Toledo International share count unchanged in Q3 2026.
  • Mettler-Toledo International made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #262 holding.
  • Elevation Wealth Partners first reported a position in Mettler-Toledo International in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Mettler-Toledo International position peaked at $306K in Q1 2023.
  • 388 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.