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EP Wealth Advisors’s Mattel MAT Stock Holding History

EP Wealth Advisors’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,838
Closed -$245K – 1815
2026
Q1 		$245K Sell
16,838
-6,103
-27% -$111K ﹤0.01% 1289
2025
Q4 		$455K Buy
+22,941
New +$443K ﹤0.01% 929
2025
Q2 		$310K Sell
15,713
-144
-0.9% -$2.56K ﹤0.01% 999
2025
Q1 		$308K Buy
15,857
+2,704
+21% +$53.6K ﹤0.01% 901
2024
Q4 		$233K Buy
13,153
+1,376
+12% +$26K ﹤0.01% 993
2024
Q3 		$224K Buy
+11,777
New +$217K ﹤0.01% 985

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's MAT Position: Q2 2026 in Review

EP Wealth Advisors sold out of Mattel (MAT) in Q2 2026, closing a stake of 16,838 shares — an estimated $245K sold.

EP Wealth Advisors first reported a position in MAT in Q3 2024 and held it in 6 quarters. The position peaked at $455K in Q4 2025. 403 funds tracked by Wall St. Rank hold MAT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Mattel position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 16,838 Mattel shares in Q2 2026, an estimated $245K.
  • EP Wealth Advisors first reported a position in Mattel in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Mattel position peaked at $455K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Mattel as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.