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Plan A Wealth’s Mettler-Toledo International MTD Stock Holding History

Plan A Wealth’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
Q3 		$564K Buy
373
+7
+2% +$9.65K 0.2% 75
2026
Q2 		$468K Buy
366
+35
+11% +$42.2K 0.2% 81
2026
Q1 		$417K Buy
331
+10
+3% +$13.5K 0.2% 84
2025
Q4 		$448K Buy
321
+4
+1% +$5.59K 0.22% 82
2025
Q3 		$389K Buy
317
+25
+9% +$31.3K 0.2% 95
2025
Q2 		$343K Buy
+292
New +$326K 0.19% 101

Other funds holding MTD

NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's MTD Position: Q3 2026 in Review

Plan A Wealth increased its Mettler-Toledo International (MTD) stake by 1.9% in Q3 2026, buying an estimated $9.65K and bringing the position to 373 shares worth $564K. The position accounts for 0.2% of the portfolio, ranked #75.

Plan A Wealth first reported a position in MTD in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold MTD as of Q3 2026.

  • Plan A Wealth held 373 shares of Mettler-Toledo International worth $564K as of Q3 2026.
  • Plan A Wealth bought 7 Mettler-Toledo International shares in Q3 2026, an estimated $9.65K.
  • Mettler-Toledo International made up 0.2% of Plan A Wealth's portfolio in Q3 2026, its #75 holding.
  • Plan A Wealth first reported a position in Mettler-Toledo International in Q2 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.