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Kestra Private Wealth Services’s Mettler-Toledo International MTD Stock Holding History

Kestra Private Wealth Services’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 		$510K Sell
399
-7
-2% -$8.44K 0.01% 1224
2026
Q1 		$512K Buy
406
+10
+3% +$13.5K 0.01% 1188
2025
Q4 		$552K Sell
396
-431
-52% -$602K 0.01% 1112
2025
Q3 		$1.02M Sell
827
-14
-2% -$17.5K 0.01% 772
2025
Q2 		$988K Buy
841
+111
+15% +$124K 0.01% 748
2025
Q1 		$862K Sell
730
-47
-6% -$60K 0.01% 733
2024
Q4 		$951K Buy
777
+556
+252% +$725K 0.02% 665
2024
Q3 		$331K Sell
221
-8
-3% -$11.2K 0.01% 1055
2024
Q2 		$320K Buy
+229
New +$313K 0.01% 1023
2023
Q1 		– Sell
-233
Closed -$337K – 1079
2022
Q4 		$337K Buy
233
+23
+11% +$30.8K 0.02% 640
2022
Q3 		$228K Sell
210
-4
-2% -$4.97K 0.01% 737
2022
Q2 		$246K Sell
214
-23
-10% -$28.9K 0.01% 726
2022
Q1 		$325K Buy
237
+78
+49% +$113K 0.02% 715
2021
Q4 		$270K Buy
+159
New +$240K 0.01% 808
2021
Q3 		– Sell
-160
Closed -$222K – 949
2021
Q2 		$222K Buy
+160
New +$206K 0.01% 777

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's MTD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Mettler-Toledo International (MTD) stake by 1.7% in Q2 2026, selling an estimated $8.44K and leaving 399 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #1224.

Kestra Private Wealth Services first reported a position in MTD in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q3 2025. 807 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Kestra Private Wealth Services held 399 shares of Mettler-Toledo International worth $510K as of Q2 2026.
  • Kestra Private Wealth Services sold 7 Mettler-Toledo International shares in Q2 2026, an estimated $8.44K.
  • Mettler-Toledo International made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1224 holding.
  • Kestra Private Wealth Services first reported a position in Mettler-Toledo International in Q2 2021 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Mettler-Toledo International position peaked at $1.02M in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.