VWM
MTD icon

Venturi Wealth Management’s Mettler-Toledo International MTD Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-210
Closed -$248K – 588
2025
Q1 		$248K Buy
210
+101
+93% +$129K 0.01% 492
2024
Q4 		$133K Sell
109
-275
-72% -$359K 0.01% 662
2024
Q3 		$576K Buy
384
+124
+48% +$174K 0.03% 265
2024
Q2 		$363K Buy
260
+131
+102% +$179K 0.02% 325
2024
Q1 		$172K Buy
129
+110
+579% +$136K 0.01% 360
2023
Q4 		$23K Buy
19
+5
+36% +$5.41K ﹤0.01% 663
2023
Q3 		$15.5K Buy
+14
New +$17.2K ﹤0.01% 700

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Venturi Wealth Management's MTD Position: Q2 2025 in Review

Venturi Wealth Management sold out of Mettler-Toledo International (MTD) in Q2 2025, closing a stake of 210 shares — an estimated $248K sold.

Venturi Wealth Management first reported a position in MTD in Q3 2023 and held it in 7 quarters. The position peaked at $576K in Q3 2024. 786 funds tracked by Wall St. Rank hold MTD as of Q2 2025.

  • Venturi Wealth Management reported no remaining Mettler-Toledo International position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 210 Mettler-Toledo International shares in Q2 2025, an estimated $248K.
  • Venturi Wealth Management first reported a position in Mettler-Toledo International in Q3 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Mettler-Toledo International position peaked at $576K in Q3 2024.
  • 786 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.