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Peak Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Peak Financial 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
2025
Q1 		– Sell
-859
Closed -$1.05M – 82
2024
Q4 		$1.05M Sell
859
-1,221
-59% -$1.59M 0.55% 42
2024
Q3 		$3.12M Buy
+2,080
New +$2.92M 1.6% 21

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Peak Financial Advisors's MTD Position: Q1 2025 in Review

Peak Financial Advisors sold out of Mettler-Toledo International (MTD) in Q1 2025, closing a stake of 859 shares — an estimated $1.05M sold.

Peak Financial Advisors first reported a position in MTD in Q3 2024 and held it in 2 quarters. The position peaked at $3.12M in Q3 2024. 812 funds tracked by Wall St. Rank hold MTD as of Q1 2025.

  • Peak Financial Advisors reported no remaining Mettler-Toledo International position as of Q1 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 859 Mettler-Toledo International shares in Q1 2025, an estimated $1.05M.
  • Peak Financial Advisors first reported a position in Mettler-Toledo International in Q3 2024 and held it in 2 quarters.
  • Peak Financial Advisors's Mettler-Toledo International position peaked at $3.12M in Q3 2024.
  • 812 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.