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Sax Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

Sax Wealth Advisors’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 		$538K Buy
426
+153
+56% +$184K 0.02% 324
2026
Q1 		$381K Sell
273
-100
-27% -$135K 0.02% 345
2025
Q4 		$520K Sell
373
-4
-1% -$5.59K 0.02% 291
2025
Q3 		$463K Buy
377
+5
+1% +$6.27K 0.02% 285
2025
Q2 		$437K Buy
372
+10
+3% +$11.2K 0.03% 276
2025
Q1 		$427K Buy
362
+35
+11% +$44.7K 0.03% 241
2024
Q4 		$400K Buy
327
+91
+39% +$119K 0.03% 222
2024
Q3 		$354K Sell
236
-64
-21% -$89.8K 0.03% 203
2024
Q2 		$419K Buy
+300
New +$410K 0.04% 166

Other funds holding MTD

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sax Wealth Advisors's MTD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Mettler-Toledo International (MTD) stake by 56% in Q2 2026, buying an estimated $184K and bringing the position to 426 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #324.

Sax Wealth Advisors first reported a position in MTD in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • Sax Wealth Advisors held 426 shares of Mettler-Toledo International worth $538K as of Q2 2026.
  • Sax Wealth Advisors bought 153 Mettler-Toledo International shares in Q2 2026, an estimated $184K.
  • Mettler-Toledo International made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • Sax Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2024 and has held it in 9 quarters since.
  • 127 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.