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EP Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History

EP Wealth Advisors’s Portfolio MTD Stock Details MTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Sell
356
-29
-8% -$35K ﹤0.01% 1067
2026
Q1 		$486K Buy
385
+195
+103% +$263K ﹤0.01% 908
2025
Q4 		$265K Buy
+190
New +$265K ﹤0.01% 1206
2025
Q2 		$282K Buy
+240
New +$268K ﹤0.01% 1055
2024
Q4 		– Sell
-149
Closed -$223K – 1297
2024
Q3 		$223K Buy
+149
New +$209K ﹤0.01% 988
2022
Q1 		– Sell
-128
Closed -$217K – 652
2021
Q4 		$217K Buy
+128
New +$194K 0.01% 517
2021
Q3 		– Sell
-148
Closed -$205K – 552
2021
Q2 		$205K Buy
+148
New +$191K 0.01% 512

Other funds holding MTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EP Wealth Advisors reduced its Mettler-Toledo International (MTD) stake by 7.5% in Q2 2026, selling an estimated $35K and leaving 356 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

EP Wealth Advisors first reported a position in MTD in Q2 2021 and has held it in 7 quarters since. The position peaked at $486K in Q1 2026. 804 funds tracked by Wall St. Rank hold MTD as of Q2 2026.

  • EP Wealth Advisors held 356 shares of Mettler-Toledo International worth $455K as of Q2 2026.
  • EP Wealth Advisors sold 29 Mettler-Toledo International shares in Q2 2026, an estimated $35K.
  • Mettler-Toledo International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1067 holding.
  • EP Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2021 and has held it in 7 quarters since.
  • EP Wealth Advisors's Mettler-Toledo International position peaked at $486K in Q1 2026.
  • 804 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q2 2026.

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