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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

EP Wealth Advisors's MTD Position: Q1 2026 in Review

EP Wealth Advisors increased its Mettler-Toledo International (MTD) stake by 103% in Q1 2026, buying an estimated $263K and bringing the position to 385 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

EP Wealth Advisors first reported a position in MTD in Q2 2021 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold MTD as of Q1 2026.

  • EP Wealth Advisors held 385 shares of Mettler-Toledo International worth $486K as of Q1 2026.
  • EP Wealth Advisors bought 195 Mettler-Toledo International shares in Q1 2026, an estimated $263K.
  • Mettler-Toledo International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #908 holding.
  • EP Wealth Advisors first reported a position in Mettler-Toledo International in Q2 2021 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held Mettler-Toledo International as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.