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Pinnacle Wealth Planning Services’s Mettler-Toledo International MTD Stock Holding History

Pinnacle Wealth Planning Services’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 		$122K Buy
97
+3
+3% +$4.05K 0.01% 694
2025
Q4 		$131K Buy
+94
New +$131K 0.01% 644
2023
Q4 		– Sell
-274
Closed -$304K – 507
2023
Q3 		$304K Sell
274
-7
-2% -$8.58K 0.05% 249
2023
Q2 		$369K Sell
281
-29
-9% -$40.8K 0.06% 221
2023
Q1 		$474K Buy
310
+12
+4% +$18K 0.08% 182
2022
Q4 		$431K Buy
298
+28
+10% +$37.5K 0.08% 190
2022
Q3 		$293K Sell
270
-54
-17% -$67.1K 0.05% 243
2022
Q2 		$372K Sell
324
-33
-9% -$41.5K 0.07% 199
2022
Q1 		$490K Buy
357
+12
+3% +$17.3K 0.09% 169
2021
Q4 		$586K Buy
345
+26
+8% +$39.3K 0.11% 136
2021
Q3 		$439K Sell
319
-9
-3% -$13.5K 0.1% 165
2021
Q2 		$454K Sell
328
-22
-6% -$28.4K 0.11% 152
2021
Q1 		$405K Buy
350
+26
+8% +$30.1K 0.1% 165
2020
Q4 		$370K Sell
324
-10
-3% -$11K 0.09% 152
2020
Q3 		$323K Sell
334
-15
-4% -$13.9K 0.11% 152
2020
Q2 		$281K Sell
349
-28
-7% -$20.8K 0.09% 166
2020
Q1 		$259K Buy
377
+52
+16% +$38.8K 0.12% 153
2019
Q4 		$257K Buy
325
+19
+6% +$13.7K 0.12% 173
2019
Q3 		$215K Sell
306
-148
-33% -$109K 0.12% 169
2019
Q2 		$382K Hold
454
– – 0.23% 84
2019
Q1 		$329K Buy
454
+59
+15% +$38.4K 0.22% 94
2018
Q4 		$224K Buy
+395
New +$229K 0.14% 116

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

Pinnacle Wealth Planning Services's MTD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Mettler-Toledo International (MTD) stake by 3.2% in Q1 2026, buying an estimated $4.05K and bringing the position to 97 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #694.

Pinnacle Wealth Planning Services first reported a position in MTD in Q4 2018 and has held it in 22 quarters since. The position peaked at $586K in Q4 2021. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 97 shares of Mettler-Toledo International worth $122K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 Mettler-Toledo International shares in Q1 2026, an estimated $4.05K.
  • Mettler-Toledo International made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #694 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mettler-Toledo International in Q4 2018 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Mettler-Toledo International position peaked at $586K in Q4 2021.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.