Trust Point Inc. MTD METTLER-TOLEDO INTL

Ownership history in Trust Point Inc.  ·  6 quarters on record

AI Ownership Summary

Trust Point Inc. reported METTLER-TOLEDO INTL (MTD) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows MTD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Point Inc.'s position in METTLER-TOLEDO INTL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MTD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Trust Point Inc. held MTD — position size vs. price
% of Fund (quarterly)    MTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 205 -11 -5.1% 0.02% $262K 2026-07-08 $1248.98
2026 Q1 REDUCED 10.7% -0.2% 216 -26 -10.7% 0.02% $272K 2026-04-15 $1315.85
2025 Q4 ADDED 242 +24 +11.0% 0.03% $337K 2026-01-13 $1484.78
2025 Q3 ADDED 218 +33 +17.8% 0.02% $268K 2025-10-10 $1273.67
2024 Q1 UNCHANGED 185 0% 0.02% $246K 2024-04-19 $1188.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Trust Point Inc. and MTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Trust Point Inc. reported owning MTD?

Trust Point Inc. reported MTD across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MTD position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for MTD was 0.03% in 2025 Q4.

What is the latest reported MTD position on this page?

The most recent filing on this page is 2026 Q2, when Trust Point Inc. reported 205 shares, equal to 0.02% of portfolio, with an estimated market value of $262K.

What does the chart on this MTD ownership page compare?

The chart compares Trust Point Inc.'s quarterly MTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Trust Point Inc. time their MTD position?

Based on 13F filing dates vs. subsequent MTD price moves, Trust Point Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MTD relative to SPY over the holding period was +1476.5%.

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