EW
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Evoke Wealth’s Mettler-Toledo International MTD Stock Holding History

Evoke Wealth’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
Q1 		$2.02M Sell
1,599
-789
-33% -$1.06M 0.04% 176
2025
Q4 		$3.33M Buy
2,388
+76
+3% +$106K 0.06% 124
2025
Q3 		$2.84M Sell
2,312
-96
-4% -$120K 0.06% 132
2025
Q2 		$2.83M Sell
2,408
-159
-6% -$178K 0.06% 116
2025
Q1 		$3.03M Sell
2,567
-318
-11% -$406K 0.08% 102
2024
Q4 		$3.53M Sell
2,885
-176
-6% -$230K 0.1% 92
2024
Q3 		$4.59M Buy
+3,061
New +$4.3M 0.12% 74
2024
Q2 		– Sell
-3,072
Closed -$4.09M – 289
2024
Q1 		$4.09M Buy
3,072
+2,878
+1,484% +$3.55M 0.12% 81
2023
Q4 		$235K Sell
194
-2,893
-94% -$3.13M 0.38% 66
2023
Q3 		$3.42M Sell
3,087
-25
-0.8% -$30.6K 0.12% 83
2023
Q2 		$4.08M Buy
3,112
+562
+22% +$790K 0.14% 72
2023
Q1 		$3.9M Sell
2,550
-60
-2% -$90.1K 0.14% 73
2022
Q4 		$3.77M Sell
2,610
-5
-0.2% -$6.69K 0.14% 82
2022
Q3 		$2.83M Sell
2,615
-83
-3% -$103K 0.11% 86
2022
Q2 		$3.1M Sell
2,698
-847
-24% -$1.06M 0.11% 89
2022
Q1 		$4.87M Sell
3,545
-42
-1% -$60.6K 0.16% 70
2021
Q4 		$6.09M Sell
3,587
-20
-0.6% -$30.2K 0.19% 70
2021
Q3 		$4.97M Sell
3,607
-35
-1% -$52.7K 0.19% 69
2021
Q2 		$5.04M Buy
3,642
+33
+0.9% +$42.6K 0.19% 69
2021
Q1 		$4.17M Buy
3,609
+3,606
+120,200% +$4.18M 0.19% 71
2020
Q4 		$3K Hold
3
– – ﹤0.01% 830
2020
Q3 		$3K Hold
3
– – ﹤0.01% 785
2020
Q2 		$2K Sell
3
-3
-50% -$2.23K ﹤0.01% 877
2020
Q1 		$4.14K Sell
6
-4
-40% -$2.98K ﹤0.01% 653
2019
Q4 		$7.93K Buy
10
+7
+233% +$5.05K ﹤0.01% 806
2019
Q3 		$2.11K Buy
+3
New +$2.2K ﹤0.01% 1194

Other funds holding MTD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Evoke Wealth's MTD Position: Q1 2026 in Review

Evoke Wealth reduced its Mettler-Toledo International (MTD) stake by 33% in Q1 2026, selling an estimated $1.06M and leaving 1,599 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #176.

Evoke Wealth first reported a position in MTD in Q3 2019 and has held it in 26 quarters since. The position peaked at $6.09M in Q4 2021. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Evoke Wealth held 1,599 shares of Mettler-Toledo International worth $2.02M as of Q1 2026.
  • Evoke Wealth sold 789 Mettler-Toledo International shares in Q1 2026, an estimated $1.06M.
  • Mettler-Toledo International made up 0.04% of Evoke Wealth's portfolio in Q1 2026, its #176 holding.
  • Evoke Wealth first reported a position in Mettler-Toledo International in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's Mettler-Toledo International position peaked at $6.09M in Q4 2021.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.