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Summit Wealth Group (Colorado)’s Mettler-Toledo International MTD Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-310
Closed -$344K – 483
2025
Q3 		$344K Buy
+310
New +$388K 0.04% 330

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MTD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Mettler-Toledo International (MTD) in Q4 2025, closing a stake of 310 shares — an estimated $344K sold.

Summit Wealth Group (Colorado) first reported a position in MTD in Q3 2025 and held it in 1 quarter. The position peaked at $344K in Q3 2025. 850 funds tracked by Wall St. Rank hold MTD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Mettler-Toledo International position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 310 Mettler-Toledo International shares in Q4 2025, an estimated $344K.
  • Summit Wealth Group (Colorado) first reported a position in Mettler-Toledo International in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Mettler-Toledo International position peaked at $344K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.