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Kelleher Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Kelleher Financial 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 		$58.7K Hold
50
– – 0.01% 353
2025
Q4 		$69.7K Hold
50
– – 0.02% 358
2025
Q3 		$61.4K Buy
+50
New +$62.7K 0.02% 321

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

Kelleher Financial Advisors's MTD Position: Q1 2026 in Review

Kelleher Financial Advisors held its Mettler-Toledo International (MTD) position steady in Q1 2026 at 50 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #353.

Kelleher Financial Advisors first reported a position in MTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $69.7K in Q4 2025. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Kelleher Financial Advisors held 50 shares of Mettler-Toledo International worth $58.7K as of Q1 2026.
  • Kelleher Financial Advisors left its Mettler-Toledo International share count unchanged in Q1 2026.
  • Mettler-Toledo International made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #353 holding.
  • Kelleher Financial Advisors first reported a position in Mettler-Toledo International in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Mettler-Toledo International position peaked at $69.7K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.