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

Valeo Financial 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
Q1 		– Sell
-232
Closed -$323K – 852
2025
Q4 		$323K Buy
232
+25
+12% +$34.9K 0.01% 594
2025
Q3 		$254K Buy
207
+8
+4% +$10K 0.01% 668
2025
Q2 		$234K Buy
+199
New +$222K 0.01% 655
2020
Q3 		– Sell
-17
Closed -$14K – 1942
2020
Q2 		$14K Buy
17
+3
+21% +$2.23K ﹤0.01% 1177
2020
Q1 		$10K Buy
14
+5
+56% +$3.73K ﹤0.01% 1101
2019
Q4 		$7K Sell
9
-2
-18% -$1.44K ﹤0.01% 1204
2019
Q3 		$8K Hold
11
– – ﹤0.01% 1088
2019
Q2 		$9K Sell
11
-7
-39% -$5.28K ﹤0.01% 1056
2019
Q1 		$13K Buy
18
+1
+6% +$650 ﹤0.01% 899
2018
Q4 		$10K Buy
17
+3
+21% +$1.74K ﹤0.01% 884
2018
Q3 		$8K Buy
14
+7
+100% +$4.12K ﹤0.01% 1046
2018
Q2 		$4K Buy
+7
New +$3.99K ﹤0.01% 1198

Other funds holding MTD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Valeo Financial Advisors's MTD Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Mettler-Toledo International (MTD) in Q1 2026, closing a stake of 232 shares — an estimated $323K sold.

Valeo Financial Advisors first reported a position in MTD in Q2 2018 and held it in 12 quarters. The position peaked at $323K in Q4 2025. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Mettler-Toledo International position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 232 Mettler-Toledo International shares in Q1 2026, an estimated $323K.
  • Valeo Financial Advisors first reported a position in Mettler-Toledo International in Q2 2018 and held it in 12 quarters.
  • Valeo Financial Advisors's Mettler-Toledo International position peaked at $323K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.