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

Modern 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
Q2 		$436K Buy
341
+36
+12% +$43.4K 0.01% 752
2026
Q1 		$389K Buy
305
+4
+1% +$5.4K 0.01% 632
2025
Q4 		$420K Buy
301
+4
+1% +$5.59K 0.01% 577
2025
Q3 		$365K Buy
297
+6
+2% +$7.52K 0.01% 586
2025
Q2 		$342K Buy
291
+16
+6% +$17.9K 0.01% 577
2025
Q1 		$325K Buy
+275
New +$351K 0.01% 506

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 $3.37T AUM 44.26% 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

Modern Wealth Management's MTD Position: Q2 2026 in Review

Modern Wealth Management increased its Mettler-Toledo International (MTD) stake by 12% in Q2 2026, buying an estimated $43.4K and bringing the position to 341 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #752.

Modern Wealth Management first reported a position in MTD in Q1 2025 and has held it in 6 quarters since. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Modern Wealth Management held 341 shares of Mettler-Toledo International worth $436K as of Q2 2026.
  • Modern Wealth Management bought 36 Mettler-Toledo International shares in Q2 2026, an estimated $43.4K.
  • Mettler-Toledo International made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Modern Wealth Management first reported a position in Mettler-Toledo International in Q1 2025 and has held it in 6 quarters since.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.