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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return