HB Wealth Management’s Mettler-Toledo International MTD Stock Holding History

HB 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 Q1	$341K	Buy	270 +12	+5%	+$16.2K	﹤0.01%	1151
2025 Q4	$361K	Buy	258 +37	+17%	+$51.7K	﹤0.01%	1054
2025 Q3	$272K	Buy	+221	New	+$277K	﹤0.01%	1125
2025 Q2	–	Sell	-280	Closed	-$331K	–	1252
2025 Q1	$331K	Buy	280 +68	+32%	+$86.8K	﹤0.01%	923
2024 Q4	$259K	Buy	212 +20	+10%	+$26.1K	﹤0.01%	868
2024 Q3	$288K	Buy	192 +18	+10%	+$25.3K	﹤0.01%	775
2024 Q2	$243K	Buy	+174	New	+$238K	﹤0.01%	783
2023 Q4	–	Sell	-219	Closed	-$243K	–	814
2023 Q3	$243K	Buy	+219	New	+$268K	﹤0.01%	637
2023 Q1	–	Sell	-144	Closed	-$208K	–	732
2022 Q4	$208K	Buy	+144	New	+$193K	﹤0.01%	635

Other funds holding MTD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

HB Wealth Management's MTD Position: Q1 2026 in Review

HB Wealth Management increased its Mettler-Toledo International (MTD) stake by 4.7% in Q1 2026, buying an estimated $16.2K and bringing the position to 270 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

HB Wealth Management first reported a position in MTD in Q4 2022 and has held it in 9 quarters since. The position peaked at $361K in Q4 2025. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

HB Wealth Management held 270 shares of Mettler-Toledo International worth $341K as of Q1 2026.
HB Wealth Management bought 12 Mettler-Toledo International shares in Q1 2026, an estimated $16.2K.
Mettler-Toledo International made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1151 holding.
HB Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and has held it in 9 quarters since.
HB Wealth Management's Mettler-Toledo International position peaked at $361K in Q4 2025.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.