United Capital Financial Advisors’s Mettler-Toledo International MTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.28M Sell
1,003
-51
-5% -$61.5K 0.01% 715
2026
Q1
$1.33M Buy
1,054
+51
+5% +$68.8K 0.01% 663
2025
Q4
$1.4M Buy
1,003
+221
+28% +$309K 0.01% 632
2025
Q3
$960K Buy
782
+138
+21% +$173K 0.01% 648
2025
Q2
$757K Buy
644
+2
+0.3% +$2.23K 0.01% 671
2025
Q1
$758K Buy
642
+62
+11% +$79.2K 0.01% 633
2024
Q4
$710K Sell
580
-14
-2% -$18.3K 0.01% 635
2024
Q3
$891K Buy
594
+19
+3% +$26.7K 0.01% 571
2024
Q2
$804K Sell
575
-12
-2% -$16.4K 0.01% 580
2024
Q1
$781K Buy
587
+2
+0.3% +$2.47K 0.01% 623
2023
Q4
$710K Buy
585
+291
+99% +$315K 0.01% 640
2023
Q3
$326K Sell
294
-12
-4% -$14.7K ﹤0.01% 717
2023
Q2
$401K Sell
306
-199
-39% -$280K ﹤0.01% 717
2023
Q1
$773K Buy
+505
New +$758K ﹤0.01% 645
2022
Q1
– Sell
-153
Closed -$260K – 1199
2021
Q4
$260K Sell
153
-90
-37% -$136K ﹤0.01% 1078
2021
Q3
$335K Buy
+243
New +$366K ﹤0.01% 973
2020
Q3
– Sell
-530
Closed -$427K – 1208
2020
Q2
$427K Sell
530
-4
-0.7% -$2.98K ﹤0.01% 922
2020
Q1
$369K Sell
534
-75
-12% -$56K ﹤0.01% 921
2019
Q4
$483K Buy
609
+89
+17% +$64.3K ﹤0.01% 1004
2019
Q3
$366K Sell
520
-255
-33% -$187K ﹤0.01% 1034
2019
Q2
$651K Buy
775
+8
+1% +$6.03K ﹤0.01% 951
2019
Q1
$555K Buy
767
+200
+35% +$130K ﹤0.01% 947
2018
Q4
$321K Buy
567
+1
+0.2% +$581 ﹤0.01% 1040
2018
Q3
$345K Buy
566
+113
+25% +$66.5K ﹤0.01% 1060
2018
Q2
$262K Sell
453
-3
-0.7% -$1.71K ﹤0.01% 1135
2018
Q1
$262K Sell
456
-24
-5% -$15.1K ﹤0.01% 1138
2017
Q4
$299K Buy
480
+24
+5% +$15.4K ﹤0.01% 1115
2017
Q3
$286K Sell
456
-73
-14% -$43.8K ﹤0.01% 1126
2017
Q2
$311K Buy
529
+15
+3% +$8.22K ﹤0.01% 1062
2017
Q1
$246K Buy
+514
New +$235K ﹤0.01% 1124
2016
Q4
– Sell
-502
Closed -$211K – 1297
2016
Q3
$211K Sell
502
-47
-9% -$18.7K ﹤0.01% 1173
2016
Q2
$200K Buy
+549
New +$201K ﹤0.01% 1174

Other funds holding MTD

United Capital Financial Advisors's MTD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Mettler-Toledo International (MTD) stake by 4.8% in Q2 2026, selling an estimated $61.5K and leaving 1,003 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #715.

United Capital Financial Advisors first reported a position in MTD in Q2 2016 and has held it in 32 quarters since. The position peaked at $1.4M in Q4 2025. 807 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • United Capital Financial Advisors held 1,003 shares of Mettler-Toledo International worth $1.28M as of Q2 2026.
  • United Capital Financial Advisors sold 51 Mettler-Toledo International shares in Q2 2026, an estimated $61.5K.
  • Mettler-Toledo International made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #715 holding.
  • United Capital Financial Advisors first reported a position in Mettler-Toledo International in Q2 2016 and has held it in 32 quarters since.
  • United Capital Financial Advisors's Mettler-Toledo International position peaked at $1.4M in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.