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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
Q2 		$7.67K Hold
6
– – ﹤0.01% 540
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's MTD Position: Q2 2026 in Review

Heritage Wealth Advisors held its Mettler-Toledo International (MTD) position steady in Q2 2026 at 6 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Heritage Wealth Advisors first reported a position in MTD in Q3 2024 and has held it in 4 quarters since. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Heritage Wealth Advisors held 6 shares of Mettler-Toledo International worth $7.67K as of Q2 2026.
  • Heritage Wealth Advisors left its Mettler-Toledo International share count unchanged in Q2 2026.
  • Mettler-Toledo International made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #540 holding.
  • Heritage Wealth Advisors first reported a position in Mettler-Toledo International in Q3 2024 and has held it in 4 quarters since.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.