MYIA
MTD icon

Mount Yale Investment Advisors’s Mettler-Toledo International MTD Stock Holding History

Mount Yale Investment 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 		$525K Buy
+416
New +$561K 0.01% 703
2025
Q3 		– Sell
-411
Closed -$483K – 1252
2025
Q2 		$483K Buy
411
+41
+11% +$45.8K 0.04% 349
2025
Q1 		$437K Sell
370
-25
-6% -$31.9K 0.04% 355
2024
Q4 		$483K Sell
395
-7
-2% -$9.13K 0.04% 345
2024
Q3 		$603K Sell
402
-6
-1% -$8.42K 0.06% 301
2024
Q2 		$570K Sell
408
-597
-59% -$817K 0.05% 315
2024
Q1 		$1.34M Buy
1,005
+71
+8% +$87.5K 0.1% 182
2023
Q4 		$1.13M Sell
934
-1,258
-57% -$1.36M 0.11% 185
2023
Q3 		$2.43M Sell
2,192
-5
-0.2% -$6.13K 0.26% 87
2023
Q2 		$2.88M Buy
2,197
+162
+8% +$228K 0.31% 74
2023
Q1 		$3.11M Buy
2,035
+54
+3% +$81.1K 0.35% 67
2022
Q4 		$2.86M Buy
1,981
+7
+0.4% +$9.37K 0.32% 79
2022
Q3 		$2.14M Sell
1,974
-612
-24% -$761K 0.28% 85
2022
Q2 		$2.97M Sell
2,586
-91
-3% -$114K 0.37% 65
2022
Q1 		$3.68M Sell
2,677
-119
-4% -$172K 0.4% 55
2021
Q4 		$4.75M Sell
2,796
-20
-0.7% -$30.2K 0.49% 47
2021
Q3 		$3.88M Sell
2,816
-74
-3% -$111K 0.45% 52
2021
Q2 		$4M Sell
2,890
-76
-3% -$98K 0.48% 50
2021
Q1 		$3.43M Sell
2,966
-50
-2% -$57.9K 0.45% 54
2020
Q4 		$3.44M Buy
3,016
+52
+2% +$57K 0.48% 52
2020
Q3 		$2.86M Buy
2,964
+20
+0.7% +$18.6K 0.41% 59
2020
Q2 		$2.37M Buy
2,944
+98
+3% +$72.9K 0.42% 64
2020
Q1 		$1.97M Sell
2,846
-12
-0.4% -$8.95K 0.44% 56
2019
Q4 		$2.16M Sell
2,858
-51
-2% -$36.8K 0.38% 63
2019
Q3 		$2.07M Sell
2,909
-937
-24% -$688K 0.37% 67
2019
Q2 		$2.71M Sell
3,846
-123
-3% -$92.8K 0.5% 47
2019
Q1 		$2.87M Sell
3,969
-65
-2% -$42.3K 0.54% 44
2018
Q4 		$2.67M Sell
4,034
-267
-6% -$155K 0.54% 42
2018
Q3 		$2.55M Buy
4,301
+2,828
+192% +$1.66M 0.45% 50
2018
Q2 		$852K Buy
1,473
+763
+107% +$435K 0.16% 124
2018
Q1 		$408K Buy
+710
New +$446K 0.09% 208

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

Mount Yale Investment Advisors's MTD Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Mettler-Toledo International (MTD) in Q1 2026: 416 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MTD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MTD in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q4 2021. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Mount Yale Investment Advisors held 416 shares of Mettler-Toledo International worth $525K as of Q1 2026.
  • Mettler-Toledo International was a new Mount Yale Investment Advisors position in Q1 2026.
  • Mettler-Toledo International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #703 holding.
  • Mount Yale Investment Advisors first reported a position in Mettler-Toledo International in Q1 2018 and has held it in 31 quarters since.
  • Mount Yale Investment Advisors's Mettler-Toledo International position peaked at $4.75M in Q4 2021.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.