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Root Financial Partners’s Mettler-Toledo International MTD Stock Holding History

Root Financial Partners’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 		– Sell
-32
Closed -$40.4K – 2123
2026
Q1 		$40.4K Buy
32
+10
+45% +$13.5K ﹤0.01% 975
2025
Q4 		$30.7K Sell
22
-12
-35% -$16.8K ﹤0.01% 933
2025
Q3 		$41.7K Buy
+34
New +$42.6K ﹤0.01% 735

Other funds holding MTD

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Root Financial Partners's MTD Position: Q2 2026 in Review

Root Financial Partners sold out of Mettler-Toledo International (MTD) in Q2 2026, closing a stake of 32 shares — an estimated $40.4K sold.

Root Financial Partners first reported a position in MTD in Q3 2025 and held it in 3 quarters. The position peaked at $41.7K in Q3 2025. 251 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Root Financial Partners reported no remaining Mettler-Toledo International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 Mettler-Toledo International shares in Q2 2026, an estimated $40.4K.
  • Root Financial Partners first reported a position in Mettler-Toledo International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mettler-Toledo International position peaked at $41.7K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.