HWA
MTD icon

Heritage Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Heritage Wealth Advisors’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 		$7.57K Buy
+6
New +$8.09K ﹤0.01% 537
2025
Q1 		– Sell
-2
Closed -$2.45K – 622
2024
Q4 		$2.45K Hold
2
– – ﹤0.01% 547
2024
Q3 		$3K Buy
+2
New +$2.81K ﹤0.01% 525

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

Heritage Wealth Advisors's MTD Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Mettler-Toledo International (MTD) in Q1 2026: 6 shares worth $7.57K. The stake represents ﹤0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in MTD as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in MTD in Q3 2024 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Heritage Wealth Advisors held 6 shares of Mettler-Toledo International worth $7.57K as of Q1 2026.
  • Mettler-Toledo International was a new Heritage Wealth Advisors position in Q1 2026.
  • Mettler-Toledo International made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #537 holding.
  • Heritage Wealth Advisors first reported a position in Mettler-Toledo International in Q3 2024 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.