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PDS Planning’s Mettler-Toledo International MTD Stock Holding History

PDS Planning’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 		– Sell
-174
Closed -$219K – 619
2026
Q1 		$219K Buy
+174
New +$235K 0.01% 493
2024
Q4 		– Sell
-141
Closed -$211K – 462
2024
Q3 		$211K Buy
+141
New +$198K 0.02% 396

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

PDS Planning's MTD Position: Q2 2026 in Review

PDS Planning sold out of Mettler-Toledo International (MTD) in Q2 2026, closing a stake of 174 shares — an estimated $219K sold.

PDS Planning first reported a position in MTD in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • PDS Planning reported no remaining Mettler-Toledo International position as of Q2 2026 after selling out during the quarter.
  • PDS Planning sold 174 Mettler-Toledo International shares in Q2 2026, an estimated $219K.
  • PDS Planning first reported a position in Mettler-Toledo International in Q3 2024 and held it in 2 quarters.
  • PDS Planning's Mettler-Toledo International position peaked at $219K in Q1 2026.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.