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Forum Financial Management’s Mettler-Toledo International MTD Stock Holding History

Forum Financial 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
Q1 		– Sell
-184
Closed -$257K – 741
2025
Q4 		$257K Buy
+184
New +$257K ﹤0.01% 832

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

Forum Financial Management's MTD Position: Q1 2026 in Review

Forum Financial Management sold out of Mettler-Toledo International (MTD) in Q1 2026, closing a stake of 184 shares — an estimated $257K sold.

Forum Financial Management first reported a position in MTD in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Forum Financial Management reported no remaining Mettler-Toledo International position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 184 Mettler-Toledo International shares in Q1 2026, an estimated $257K.
  • Forum Financial Management first reported a position in Mettler-Toledo International in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Mettler-Toledo International position peaked at $257K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.