Summit Financial Strategies’s Mettler-Toledo International MTD Stock Holding History

Summit Financial Strategies’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	$312K	Sell	244 -56	-19%	-$67.5K	0.02%	129
2026 Q1	$378K	Sell	300 -36	-11%	-$48.6K	0.03%	114
2025 Q4	$468K	Hold	336	–	–	0.04%	95
2025 Q3	$412K	Hold	336	–	–	0.04%	105
2025 Q2	$395K	Sell	336 -44	-12%	-$49.2K	0.04%	103
2025 Q1	$449K	Hold	380	–	–	0.05%	91
2024 Q4	$465K	Hold	380	–	–	0.05%	88
2024 Q3	$570K	Hold	380	–	–	0.06%	73
2024 Q2	$531K	Hold	380	–	–	0.07%	74
2024 Q1	$506K	Hold	380	–	–	0.07%	78
2023 Q4	$461K	Sell	380 -93	-20%	-$101K	0.07%	75
2023 Q3	$524K	Hold	473	–	–	0.1%	63
2023 Q2	$620K	Sell	473 -2	-0.4%	-$2.81K	0.12%	60
2023 Q1	$727K	Hold	475	–	–	0.14%	53
2022 Q4	$687K	Hold	475	–	–	0.15%	49
2022 Q3	$515K	Hold	475	–	–	0.12%	58
2022 Q2	$546K	Hold	475	–	–	0.13%	57
2022 Q1	$652K	Sell	475 -466	-50%	-$673K	0.13%	52
2021 Q4	$1.6M	Hold	941	–	–	0.31%	26
2021 Q3	$1.3M	Hold	941	–	–	0.25%	31
2021 Q2	$1.3M	Buy	+941	New	+$1.21M	0.26%	31

Other funds holding MTD

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summit Financial Strategies's MTD Position: Q2 2026 in Review

Summit Financial Strategies reduced its Mettler-Toledo International (MTD) stake by 19% in Q2 2026, selling an estimated $67.5K and leaving 244 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #129.

Summit Financial Strategies first reported a position in MTD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.6M in Q4 2021. 399 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

Summit Financial Strategies held 244 shares of Mettler-Toledo International worth $312K as of Q2 2026.
Summit Financial Strategies sold 56 Mettler-Toledo International shares in Q2 2026, an estimated $67.5K.
Mettler-Toledo International made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #129 holding.
Summit Financial Strategies first reported a position in Mettler-Toledo International in Q2 2021 and has held it in 21 quarters since.
Summit Financial Strategies's Mettler-Toledo International position peaked at $1.6M in Q4 2021.
399 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.