Robertson Stephens Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q4	–	Sell	-175	Closed	-$262K	–	612
2024 Q3	$262K	Buy	+175	New	+$246K	0.01%	543
2024 Q1	–	Sell	-175	Closed	-$212K	–	503
2023 Q4	$212K	Buy	+175	New	+$189K	0.01%	425
2023 Q3	–	Sell	-175	Closed	-$230K	–	463
2023 Q2	$230K	Sell	175 -4	-2%	-$5.62K	0.02%	390
2023 Q1	$274K	Buy	179 +1	+0.6%	+$1.5K	0.02%	377
2022 Q4	$257K	Buy	+178	New	+$238K	0.03%	357

Other funds holding MTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Robertson Stephens Wealth Management's MTD Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Mettler-Toledo International (MTD) in Q4 2024, closing a stake of 175 shares — an estimated $262K sold.

Robertson Stephens Wealth Management first reported a position in MTD in Q4 2022 and held it in 5 quarters. The position peaked at $274K in Q1 2023. 813 funds tracked by Wall St. Rank hold MTD as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining Mettler-Toledo International position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 175 Mettler-Toledo International shares in Q4 2024, an estimated $262K.
Robertson Stephens Wealth Management first reported a position in Mettler-Toledo International in Q4 2022 and held it in 5 quarters.
Robertson Stephens Wealth Management's Mettler-Toledo International position peaked at $274K in Q1 2023.
813 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.