Summit Financial Strategies, Inc.
Position in MTD — Mettler Toledo International Inc/
CIK 1625246
Columbus, OH
Position in MTD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$311,712
-$66,648 QoQ
Shares Held
244
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#558
of 799 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTD Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $311,712 across 1 Diagnostics & Research name. MTD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTD |
Mettler Toledo International Inc/
This page
|
244 | $311,712 |
All Filings in MTD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,712 | 244 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $378,360 | 300 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $468,447 | 336 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $412,476 | 336 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $394,705 | 336 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $448,745 | 380 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $464,998 | 380 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $569,886 | 380 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $531,084 | 380 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $505,890 | 380 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $460,924 | 380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $524,117 | 473 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $620,405 | 473 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $726,849 | 475 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $686,588 | 475 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $514,957 | 475 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $545,665 | 475 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $652,265 | 475 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,597,074 | 941 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,296,095 | 941 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,303,604 | 941 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||