EWA
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EP Wealth Advisors’s MetLife MET Stock Holding History

EP Wealth Advisors’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 		$1.3M Sell
18,438
-678
-4% -$50.8K 0.01% 566
2025
Q4 		$1.51M Buy
+19,116
New +$1.51M 0.01% 511
2025
Q2 		$1.62M Buy
20,094
+4,373
+28% +$337K 0.01% 458
2025
Q1 		$1.26M Sell
15,721
-664
-4% -$55.2K 0.01% 448
2024
Q4 		$1.34M Sell
16,385
-80
-0.5% -$6.66K 0.01% 429
2024
Q3 		$1.36M Buy
16,465
+10,969
+200% +$819K 0.01% 430
2024
Q2 		$386K Sell
5,496
-94
-2% -$6.71K ﹤0.01% 593
2024
Q1 		$414K Buy
5,590
+747
+15% +$52.1K ﹤0.01% 560
2023
Q4 		$320K Sell
4,843
-757
-14% -$47.4K ﹤0.01% 599
2023
Q3 		$352K Sell
5,600
-4,110
-42% -$256K 0.01% 529
2023
Q2 		$275K Sell
9,710
-3,815
-28% -$212K ﹤0.01% 580
2023
Q1 		$894K Buy
13,525
+8,555
+172% +$577K 0.02% 320
2022
Q4 		$360K Buy
+4,970
New +$356K 0.01% 433
2022
Q3 		– Sell
-14,769
Closed -$927K – 511
2022
Q2 		$927K Buy
14,769
+6,678
+83% +$442K 0.02% 268
2022
Q1 		$569K Buy
8,091
+1,556
+24% +$105K 0.01% 357
2021
Q4 		$408K Buy
6,535
+667
+11% +$41.9K 0.01% 398
2021
Q3 		$362K Buy
5,868
+244
+4% +$14.7K 0.01% 393
2021
Q2 		$337K Buy
5,624
+1,058
+23% +$67.1K 0.01% 420
2021
Q1 		$278K Buy
4,566
+204
+5% +$11.3K 0.01% 416
2020
Q4 		$205K Sell
4,362
-1,082
-20% -$46.9K 0.01% 410
2020
Q3 		$202K Buy
+5,444
New +$207K 0.01% 347
2020
Q1 		– Sell
-4,747
Closed -$242K – 410
2019
Q4 		$242K Sell
4,747
-32
-0.7% -$1.54K 0.01% 366
2019
Q3 		$225K Buy
4,779
+332
+7% +$15.8K 0.01% 324
2019
Q2 		$221K Buy
+4,447
New +$209K 0.01% 281

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's MET Position: Q1 2026 in Review

EP Wealth Advisors reduced its MetLife (MET) stake by 3.5% in Q1 2026, selling an estimated $50.8K and leaving 18,438 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #566.

EP Wealth Advisors first reported a position in MET in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.62M in Q2 2025. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

  • EP Wealth Advisors held 18,438 shares of MetLife worth $1.3M as of Q1 2026.
  • EP Wealth Advisors sold 678 MetLife shares in Q1 2026, an estimated $50.8K.
  • MetLife made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #566 holding.
  • EP Wealth Advisors first reported a position in MetLife in Q2 2019 and has held it in 24 quarters since.
  • EP Wealth Advisors's MetLife position peaked at $1.62M in Q2 2025.
  • 1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.