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EP Wealth Advisors’s Minerals Technologies MTX Stock Holding History

EP Wealth Advisors’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
3,585
-345
-9% -$26.1K ﹤0.01% 1359
2026
Q1 		$279K Sell
3,930
-578
-13% -$39.8K ﹤0.01% 1212
2025
Q4 		$275K Buy
+4,508
New +$267K ﹤0.01% 1190
2025
Q2 		$232K Sell
4,214
-163
-4% -$9.19K ﹤0.01% 1165
2025
Q1 		$278K Buy
4,377
+470
+12% +$33.5K ﹤0.01% 951
2024
Q4 		$298K Buy
3,907
+421
+12% +$33.1K ﹤0.01% 877
2024
Q3 		$269K Buy
+3,486
New +$269K ﹤0.01% 903

Other funds holding MTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

EP Wealth Advisors reduced its Minerals Technologies (MTX) stake by 8.8% in Q2 2026, selling an estimated $26.1K and leaving 3,585 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

EP Wealth Advisors first reported a position in MTX in Q3 2024 and has held it in 7 quarters since. The position peaked at $298K in Q4 2024. 293 funds tracked by Wall St. Rank hold MTX as of Q2 2026.

  • EP Wealth Advisors held 3,585 shares of Minerals Technologies worth $265K as of Q2 2026.
  • EP Wealth Advisors sold 345 Minerals Technologies shares in Q2 2026, an estimated $26.1K.
  • Minerals Technologies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1359 holding.
  • EP Wealth Advisors first reported a position in Minerals Technologies in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Minerals Technologies position peaked at $298K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2026.

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