EWS
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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
Q2 		$1.95M Buy
20,045
+2,005
+11% +$162K 0.1% 140
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
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

Evergreen Wealth Solutions's MET Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its MetLife (MET) stake by 11% in Q2 2026, buying an estimated $162K and bringing the position to 20,045 shares worth $1.95M. The position accounts for 0.1% of the portfolio, ranked #140.

Evergreen Wealth Solutions first reported a position in MET in Q3 2022 and has held it in 16 quarters since. 1,442 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Evergreen Wealth Solutions held 20,045 shares of MetLife worth $1.95M as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,005 MetLife shares in Q2 2026, an estimated $162K.
  • MetLife made up 0.1% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #140 holding.
  • Evergreen Wealth Solutions first reported a position in MetLife in Q3 2022 and has held it in 16 quarters since.
  • 1,442 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.