Evergreen Wealth Solutions’s MetLife MET Stock Holding History

Evergreen Wealth Solutions’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	$1.28M	Buy	18,040 +14,668	+435%	+$1.1M	0.09%	140
2025 Q4	$266K	Sell	3,372 -902	-21%	-$71.4K	0.04%	181
2025 Q3	$352K	Sell	4,274 -100	-2%	-$7.87K	0.2%	82
2025 Q2	$352K	Sell	4,374 -1,134	-21%	-$87.5K	0.21%	80
2025 Q1	$442K	Sell	5,508 -253	-4%	-$21K	0.3%	59
2024 Q4	$472K	Buy	5,761 +1,193	+26%	+$99.3K	0.33%	57
2024 Q3	$377K	Sell	4,568 -1,389	-23%	-$104K	0.26%	76
2024 Q2	$418K	Sell	5,957 -327	-5%	-$23.3K	0.3%	72
2024 Q1	$466K	Sell	6,284 -317	-5%	-$22.1K	0.34%	66
2023 Q4	$437K	Buy	6,601 +177	+3%	+$11.1K	0.37%	70
2023 Q3	$404K	Buy	6,424 +912	+17%	+$56.8K	0.41%	69
2023 Q2	$312K	Buy	5,512 +1,344	+32%	+$74.6K	0.31%	77
2023 Q1	$241K	Sell	4,168 -1,062	-20%	-$71.7K	0.28%	89
2022 Q4	$379K	Buy	5,230 +498	+11%	+$35.7K	0.5%	63
2022 Q3	$288K	Buy	+4,732	New	+$302K	0.41%	71

Other funds holding MET

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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