EverSource Wealth Advisors, LLC
Position in MTD — Mettler Toledo International Inc/
CIK 1710537
BIRMINGHAM, AL
Position in MTD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$348,756
-$72,284 QoQ
Shares Held
273
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#542
of 799 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTD Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,344,979 across 32 Diagnostics & Research names. MTD ranks #9 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DGX |
Quest Diagnostics Inc
|
5,172 | $1,096,200 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
1,715 | $859,826 | |
| 3 | ILMN |
Illumina, Inc.
|
4,303 | $756,591 | |
| 4 | MEDP |
Medpace Holdings, Inc.
|
1,413 | $748,304 | |
| 5 | DHR |
Danaher Corp /De/
|
3,603 | $686,294 | |
| 6 | NTRA |
Natera, Inc.
|
1,971 | $535,025 | |
| 7 | A |
Agilent Technologies, Inc.
|
3,509 | $466,096 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
2,227 | $430,296 |
All Filings in MTD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,756 | 273 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $421,040 | 302 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $360,915 | 294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,141 | 287 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $275,149 | 233 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $185,996 | 152 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $176,961 | 118 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $148,140 | 106 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $106,738 | 88 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $55,402 | 50 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $43,282 | 33 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $36,723 | 24 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,017 | 18 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37,942 | 35 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,487 | 10 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $53,554 | 39 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||