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Whipplewood Advisors’s Mettler-Toledo International MTD Stock Holding History

Whipplewood 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 		$25.2K Buy
+20
New +$27K 0.01% 358
2025
Q3 		– Sell
-32
Closed -$37.6K – 856
2025
Q2 		$37.6K Sell
32
-424
-93% -$474K 0.02% 363
2025
Q1 		$50.8K Buy
456
+412
+936% +$526K 0.03% 309
2024
Q4 		$53.8K Buy
+44
New +$57.4K 0.03% 304

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

Whipplewood Advisors's MTD Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Mettler-Toledo International (MTD) in Q1 2026: 20 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in MTD as recently as Q2 2025.

Whipplewood Advisors first reported a position in MTD in Q4 2024 and has held it in 4 quarters since. The position peaked at $53.8K in Q4 2024. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • Whipplewood Advisors held 20 shares of Mettler-Toledo International worth $25.2K as of Q1 2026.
  • Mettler-Toledo International was a new Whipplewood Advisors position in Q1 2026.
  • Mettler-Toledo International made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #358 holding.
  • Whipplewood Advisors first reported a position in Mettler-Toledo International in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Mettler-Toledo International position peaked at $53.8K in Q4 2024.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.