Integrated Wealth Concepts LLC
Position in MTD — Mettler Toledo International Inc/
CIK 1737109
WALTHAM, MA
Position in MTD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$229,951
-$10,938 QoQ
Shares Held
180
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 799 holders
Holding Since
Dec 2021
9 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, 2026Integrated Wealth Concepts LLC holds $29,553,018 across 33 Diagnostics & Research names. MTD ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDXX |
Idexx Laboratories Inc /De
|
11,505 | $6,056,692 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
|
10,546 | $5,287,342 | |
| 3 | DHR |
Danaher Corp /De/
|
15,436 | $2,940,249 | |
| 4 | DGX |
Quest Diagnostics Inc
|
13,648 | $2,892,693 | |
| 5 | NTRA |
Natera, Inc.
|
8,682 | $2,356,728 | |
| 6 | ILMN |
Illumina, Inc.
|
11,851 | $2,083,761 | |
| 7 | A |
Agilent Technologies, Inc.
|
11,944 | $1,586,521 | |
| 8 | IQV |
Iqvia Holdings Inc.
|
6,300 | $1,217,286 |
All Filings in MTD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,951 | 180 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $240,889 | 191 | Shares | Other | 2026-05-15 | |
| 2023-09-30 | $442,119 | 399 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $531,214 | 405 | Shares | Other | 2023-08-15 | |
| 2022-12-31 | $644,670 | 446 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $421,722 | 389 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $353,821 | 308 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $358,402 | 261 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $312,286 | 184 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||