Integrated Wealth Concepts’s Mettler-Toledo International MTD Stock Holding History

Integrated Wealth Concepts’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	$224K	Sell	175 -16	-8%	-$19.3K	﹤0.01%	2166
2026 Q1	$241K	Buy	+191	New	+$258K	﹤0.01%	1981
2023 Q4	–	Sell	-399	Closed	-$442K	–	1640
2023 Q3	$442K	Sell	399 -6	-1%	-$7.35K	0.01%	1036
2023 Q2	$531K	Buy	+405	New	+$569K	0.01%	965
2023 Q1	–	Sell	-446	Closed	-$645K	–	1376
2022 Q4	$645K	Buy	446 +57	+15%	+$76.3K	0.02%	579
2022 Q3	$422K	Buy	389 +81	+26%	+$101K	0.01%	643
2022 Q2	$354K	Buy	308 +47	+18%	+$59K	0.01%	708
2022 Q1	$358K	Buy	261 +77	+42%	+$111K	0.01%	677
2021 Q4	$312K	Buy	+184	New	+$278K	0.01%	757

Other funds holding MTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's MTD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Mettler-Toledo International (MTD) stake by 8.4% in Q2 2026, selling an estimated $19.3K and leaving 175 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Integrated Wealth Concepts first reported a position in MTD in Q4 2021 and has held it in 9 quarters since. The position peaked at $645K in Q4 2022. 806 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

Integrated Wealth Concepts held 175 shares of Mettler-Toledo International worth $224K as of Q2 2026.
Integrated Wealth Concepts sold 16 Mettler-Toledo International shares in Q2 2026, an estimated $19.3K.
Mettler-Toledo International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2166 holding.
Integrated Wealth Concepts first reported a position in Mettler-Toledo International in Q4 2021 and has held it in 9 quarters since.
Integrated Wealth Concepts's Mettler-Toledo International position peaked at $645K in Q4 2022.
806 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.