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Caldwell Trust’s MetLife MET Stock Holding History

Caldwell Trust’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
2,516
-46
-2% -$3.71K 0.02% 325
2026
Q1 		$181K Sell
2,562
-197
-7% -$14.7K 0.02% 339
2025
Q4 		$218K Sell
2,759
-104
-4% -$8.23K 0.02% 318
2025
Q3 		$236K Hold
2,863
– – 0.02% 304
2025
Q2 		$230K Buy
2,863
+169
+6% +$13K 0.02% 294
2025
Q1 		$216K Buy
2,694
+103
+4% +$8.57K 0.02% 306
2024
Q4 		$212K Hold
2,591
– – 0.02% 307
2024
Q3 		$214K Hold
2,591
– – 0.02% 310
2024
Q2 		$182K Sell
2,591
-31
-1% -$2.21K 0.02% 317
2024
Q1 		$194K Hold
2,622
– – 0.02% 311
2023
Q4 		$173K Sell
2,622
-400
-13% -$25K 0.02% 309
2023
Q3 		$190K Sell
3,022
-394
-12% -$24.5K 0.03% 295
2023
Q2 		$193K Sell
3,416
-321
-9% -$17.8K 0.03% 296
2023
Q1 		$217K Sell
3,737
-104
-3% -$7.02K 0.03% 274
2022
Q4 		$278K Buy
3,841
+500
+15% +$35.8K 0.04% 244
2022
Q3 		$203K Buy
3,341
+188
+6% +$12K 0.03% 264
2022
Q2 		$198K Hold
3,153
– – 0.03% 276
2022
Q1 		$222K Buy
3,153
+217
+7% +$14.7K 0.03% 273
2021
Q4 		$183K Sell
2,936
-104
-3% -$6.53K 0.02% 294
2021
Q3 		$188K Sell
3,040
-137
-4% -$8.25K 0.02% 285
2021
Q2 		$190K Hold
3,177
– – 0.02% 282
2021
Q1 		$193K Sell
3,177
-368
-10% -$20.3K 0.03% 276
2020
Q4 		$166K Sell
3,545
-609
-15% -$26.4K 0.03% 280
2020
Q3 		$154K Sell
4,154
-2,502
-38% -$95K 0.03% 276
2020
Q2 		$243K Sell
6,656
-5,688
-46% -$198K 0.04% 224
2020
Q1 		$377K Sell
12,344
-1,086
-8% -$48.2K 0.07% 185
2019
Q4 		$685K Buy
+13,430
New +$648K 0.1% 155

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Trust's MET Position: Q2 2026 in Review

Caldwell Trust reduced its MetLife (MET) stake by 1.8% in Q2 2026, selling an estimated $3.71K and leaving 2,516 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #325.

Caldwell Trust first reported a position in MET in Q4 2019 and has held it in 27 quarters since. The position peaked at $685K in Q4 2019. 1,449 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Caldwell Trust held 2,516 shares of MetLife worth $213K as of Q2 2026.
  • Caldwell Trust sold 46 MetLife shares in Q2 2026, an estimated $3.71K.
  • MetLife made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #325 holding.
  • Caldwell Trust first reported a position in MetLife in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's MetLife position peaked at $685K in Q4 2019.
  • 1,449 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.