Orion Portfolio Solutions’s Mettler-Toledo International MTD Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$598K	Sell	506 -51	-9%	-$65.1K	0.01%	1331
2024 Q4	$682K	Sell	557 -13	-2%	-$17K	0.01%	1229
2024 Q3	$855K	Sell	570 -19	-3%	-$26.7K	0.01%	1128
2024 Q2	$824K	Sell	589 -107	-15%	-$146K	0.01%	1064
2024 Q1	$927K	Buy	696 +20	+3%	+$24.7K	0.01%	1018
2023 Q4	$789K	Buy	676 +166	+33%	+$180K	0.01%	1044
2023 Q3	$565K	Sell	510 -442	-46%	-$542K	0.01%	1160
2023 Q2	$1.25M	Sell	952 -219	-19%	-$308K	0.01%	860
2023 Q1	$1.79M	Buy	1,171 +1,029	+725%	+$1.55M	0.02%	641
2022 Q4	$205K	Buy	+142	New	+$190K	0.01%	768
2020 Q3	–	Sell	-55	Closed	-$44K	–	1443
2020 Q2	$44K	Buy	55 +25	+83%	+$18.6K	﹤0.01%	739
2020 Q1	$21K	Buy	30 +18	+150%	+$13.4K	﹤0.01%	819
2019 Q4	$10K	Buy	+12	New	+$8.66K	﹤0.01%	1004

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Orion Portfolio Solutions's MTD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Mettler-Toledo International (MTD) stake by 9.2% in Q1 2025, selling an estimated $65.1K and leaving 506 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1331.

Orion Portfolio Solutions first reported a position in MTD in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2023. 811 funds tracked by Wall St. Rank hold MTD as of Q1 2025.

Orion Portfolio Solutions held 506 shares of Mettler-Toledo International worth $598K as of Q1 2025.
Orion Portfolio Solutions sold 51 Mettler-Toledo International shares in Q1 2025, an estimated $65.1K.
Mettler-Toledo International made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1331 holding.
Orion Portfolio Solutions first reported a position in Mettler-Toledo International in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's Mettler-Toledo International position peaked at $1.79M in Q1 2023.
811 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.