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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

MTD holding history

Mettler Toledo International Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTD overviewAll 13F holders of MTDFull Q2 2026 holdings

Shares (Q2 2026)
356
Value
$454.9K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2021
Holdings of MTD by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026356$454.9K<0.1%−29−7.5%ReducedHolders
Q1 2026385$485.6K<0.1%+195+102.6%AddedHolders
Q4 2025190$265.2K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025240$281.8K<0.1%+240NewHolders
Q4 20240$00.0%−149−100.0%Sold outHolders
Q3 2024149$223.5K<0.1%+149NewHolders
Q1 20220$00.0%−128−100.0%Sold outHolders
Q4 2021128$217.0K<0.1%+128NewHolders
Q3 20210$00.0%−148−100.0%Sold outHolders
Q2 2021148$205.0K<0.1%+148NewHolders