Crestwood Advisors Group’s MetLife MET Stock Holding History

Crestwood Advisors Group’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 Q1	$550K	Buy	7,771 +305	+4%	+$22.8K	0.01%	400
2025 Q4	$589K	Buy	7,466 +1,368	+22%	+$108K	0.01%	360
2025 Q3	$502K	Sell	6,098 -109	-2%	-$8.58K	0.01%	360
2025 Q2	$499K	Buy	6,207 +503	+9%	+$38.8K	0.01%	349
2025 Q1	$458K	Sell	5,704 -26	-0.5%	-$2.16K	0.01%	355
2024 Q4	$469K	Buy	5,730 +994	+21%	+$82.7K	0.01%	315
2024 Q3	$391K	Buy	4,736 +449	+10%	+$33.5K	0.01%	331
2024 Q2	$301K	Buy	4,287 +53	+1%	+$3.78K	0.01%	348
2024 Q1	$314K	Buy	4,234 +386	+10%	+$26.9K	0.01%	342
2023 Q4	$254K	Buy	3,848 +228	+6%	+$14.3K	0.01%	350
2023 Q3	$228K	Buy	+3,620	New	+$225K	0.01%	328
2017 Q2	–	Sell	-208	Closed	-$10K	–	327
2017 Q1	$10K	Buy	+208	New	+$9.92K	﹤0.01%	434

Other funds holding MET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestwood Advisors Group's MET Position: Q1 2026 in Review

Crestwood Advisors Group increased its MetLife (MET) stake by 4.1% in Q1 2026, buying an estimated $22.8K and bringing the position to 7,771 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #400.

Crestwood Advisors Group first reported a position in MET in Q1 2017 and has held it in 12 quarters since. The position peaked at $589K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

Crestwood Advisors Group held 7,771 shares of MetLife worth $550K as of Q1 2026.
Crestwood Advisors Group bought 305 MetLife shares in Q1 2026, an estimated $22.8K.
MetLife made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #400 holding.
Crestwood Advisors Group first reported a position in MetLife in Q1 2017 and has held it in 12 quarters since.
Crestwood Advisors Group's MetLife position peaked at $589K in Q4 2025.
1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.