MTD METTLER TOLEDO INTERNATIONAL

Ownership history in Values First Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Values First Advisors, Inc. reported METTLER TOLEDO INTERNATIONAL (MTD) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows MTD at 0.41% 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 Values First Advisors, Inc.'s position in METTLER TOLEDO INTERNATIONAL, 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 Q1

MTD was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Values First Advisors, 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 625 +8 +1.3% 0.41% $789K 2026-04-17 $1340.58
2025 Q4 REDUCED 617 -10 -1.6% 0.45% $861K 2026-01-30 $1373.24
2025 Q3 REDUCED 627 -25 -3.8% 0.41% $770K 2025-10-21 $1385.57
2025 Q2 REDUCED 652 -5 -0.8% 0.42% $766K 2025-07-29 $1266.10
2025 Q1 REDUCED 657 -126 -16.1% 0.45% $775K 2025-04-30 $1070.57
2024 Q4 REDUCED 783 -41 -5.0% 0.53% $959K 2025-01-29 $1335.50
2024 Q3 ADDED 824 +46 +5.9% 0.67% $1.2M 2024-10-23 $1320.35
2024 Q2 REDUCED 778 -9 -1.1% 0.65% $1.1M 2024-07-19 $1344.26
2024 Q1 REDUCED 787 -352 -30.9% 0.61% $1.0M 2024-04-23 $1241.32
2023 Q4 ADDED 1,139 +29 +2.6% 0.83% $1.4M 2024-01-18 $1185.00
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Values First Advisors, 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 Values First Advisors, Inc. reported owning MTD?

Values First Advisors, Inc. reported MTD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MTD position in Values First Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MTD was 0.83% in 2023 Q4.

What is the latest reported MTD position on this page?

The most recent filing on this page is 2026 Q1, when Values First Advisors, Inc. reported 625 shares, equal to 0.41% of portfolio, with an estimated market value of $789K.

What does the chart on this MTD ownership page compare?

The chart compares Values First Advisors, 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.

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