EP Wealth Advisors, LLC
Position in MTD — Mettler Toledo International Inc/
CIK 1540569
TORRANCE, CA
Position in MTD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,793
-$30,769 QoQ
Shares Held
356
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 799 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MTD Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $22,351,621 across 18 Diagnostics & Research names. MTD ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
15,882 | $7,962,599 | |
| 2 | DHR |
Danaher Corp /De/
|
19,985 | $3,806,742 | |
| 3 | IDXX |
Idexx Laboratories Inc /De
|
4,367 | $2,298,963 | |
| 4 | A |
Agilent Technologies, Inc.
|
11,685 | $1,552,118 | |
| 5 | NTRA |
Natera, Inc.
|
3,977 | $1,079,556 | |
| 6 | DGX |
Quest Diagnostics Inc
|
3,498 | $741,401 | |
| 7 | ILMN |
Illumina, Inc.
|
4,131 | $726,353 | |
| 8 | GH |
Guardant Health, Inc.
|
4,274 | $641,228 |
All Filings in MTD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,793 | 356 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $485,562 | 385 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $264,896 | 190 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $281,932 | 240 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $223,455 | 149 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $217,242 | 128 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $205,030 | 148 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||