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 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 $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

Integrated Wealth Concepts's MTD Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Mettler-Toledo International (MTD) in Q1 2026: 191 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1981 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MTD as recently as Q3 2023.

Integrated Wealth Concepts first reported a position in MTD in Q4 2021 and has held it in 8 quarters since. The position peaked at $645K in Q4 2022. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

Integrated Wealth Concepts held 191 shares of Mettler-Toledo International worth $241K as of Q1 2026.
Mettler-Toledo International was a new Integrated Wealth Concepts position in Q1 2026.
Mettler-Toledo International made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1981 holding.
Integrated Wealth Concepts first reported a position in Mettler-Toledo International in Q4 2021 and has held it in 8 quarters since.
Integrated Wealth Concepts's Mettler-Toledo International position peaked at $645K in Q4 2022.
820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.