KWM
MTD icon

KFG Wealth Management’s Mettler-Toledo International MTD Stock Holding History

KFG Wealth Management’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 		$493K Sell
391
-4
-1% -$5.4K 0.06% 136
2025
Q4 		$551K Sell
395
-56
-12% -$78.2K 0.07% 122
2025
Q3 		$554K Sell
451
-24
-5% -$30.1K 0.08% 119
2025
Q2 		$558K Buy
475
+51
+12% +$57K 0.09% 120
2025
Q1 		$501K Buy
424
+27
+7% +$34.5K 0.09% 115
2024
Q4 		$486K Buy
397
+27
+7% +$35.2K 0.09% 116
2024
Q3 		$555K Sell
370
-3
-0.8% -$4.21K 0.12% 99
2024
Q2 		$521K Buy
373
+4
+1% +$5.47K 0.21% 88
2024
Q1 		$491K Sell
369
-36
-9% -$44.4K 0.2% 92
2023
Q4 		$491K Sell
405
-5
-1% -$5.41K 0.22% 77
2023
Q3 		$454K Buy
410
+179
+77% +$219K 0.25% 75
2023
Q2 		$303K Buy
+231
New +$325K 0.18% 89

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