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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
Q2 		$124K Hold
97
– – 0.01% 753
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 $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

Pinnacle Wealth Planning Services's MTD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Mettler-Toledo International (MTD) position steady in Q2 2026 at 97 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #753.

Pinnacle Wealth Planning Services first reported a position in MTD in Q4 2018 and has held it in 23 quarters since. The position peaked at $586K in Q4 2021. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 97 shares of Mettler-Toledo International worth $124K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Mettler-Toledo International share count unchanged in Q2 2026.
  • Mettler-Toledo International made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #753 holding.
  • Pinnacle Wealth Planning Services first reported a position in Mettler-Toledo International in Q4 2018 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Mettler-Toledo International position peaked at $586K in Q4 2021.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.