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Simplicity Wealth’s Mettler-Toledo International MTD Stock Holding History

Simplicity 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
2025
Q1 		– Sell
-166
Closed -$203K – 590
2024
Q4 		$203K Buy
166
+2
+1% +$2.61K 0.04% 312
2024
Q3 		$246K Sell
164
-747
-82% -$1.05M 0.02% 427
2024
Q2 		$1.27M Buy
911
+89
+11% +$122K 0.03% 458
2024
Q1 		$1.09M Buy
+822
New +$1.01M 0.03% 490

Other funds holding MTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Simplicity Wealth's MTD Position: Q1 2025 in Review

Simplicity Wealth sold out of Mettler-Toledo International (MTD) in Q1 2025, closing a stake of 166 shares — an estimated $203K sold.

Simplicity Wealth first reported a position in MTD in Q1 2024 and held it in 4 quarters. The position peaked at $1.27M in Q2 2024. 812 funds tracked by Wall St. Rank hold MTD as of Q1 2025.

  • Simplicity Wealth reported no remaining Mettler-Toledo International position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 166 Mettler-Toledo International shares in Q1 2025, an estimated $203K.
  • Simplicity Wealth first reported a position in Mettler-Toledo International in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Mettler-Toledo International position peaked at $1.27M in Q2 2024.
  • 812 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.