EWA
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EverSource Wealth Advisors’s MetLife MET Stock Holding History

EverSource 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
Q2 		$381K Sell
4,500
-1,042
-19% -$84K 0.01% 692
2026
Q1 		$392K Sell
5,542
-366
-6% -$27.4K 0.01% 714
2025
Q4 		$466K Sell
5,908
-729
-11% -$57.7K 0.02% 566
2025
Q3 		$547K Buy
6,637
+1,101
+20% +$86.6K 0.02% 467
2025
Q2 		$445K Buy
5,536
+1,780
+47% +$137K 0.02% 502
2025
Q1 		$302K Buy
3,756
+727
+24% +$60.5K 0.02% 525
2024
Q4 		$248K Buy
3,029
+178
+6% +$14.8K 0.01% 570
2024
Q3 		$235K Buy
2,851
+25
+0.9% +$1.87K 0.01% 508
2024
Q2 		$217K Buy
2,826
+1,151
+69% +$82.2K 0.01% 535
2024
Q1 		$119K Buy
1,675
+403
+32% +$28.1K 0.01% 647
2023
Q4 		$84.1K Buy
1,272
+95
+8% +$5.95K 0.01% 702
2023
Q3 		$74.1K Buy
1,177
+355
+43% +$22.1K 0.01% 675
2023
Q2 		$46.5K Sell
822
-296
-26% -$16.4K 0.01% 865
2023
Q1 		$64.8K Sell
1,118
-196
-15% -$13.2K 0.01% 688
2022
Q4 		$95.1K Buy
1,314
+401
+44% +$28.7K 0.01% 523
2022
Q3 		$56K Sell
913
-57
-6% -$3.64K 0.01% 606
2022
Q2 		$62K Sell
970
-391
-29% -$25.9K 0.02% 548
2022
Q1 		$95K Buy
1,361
+93
+7% +$6.29K 0.02% 342
2021
Q4 		$79K Buy
+1,268
New +$79.6K 0.02% 344

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's MET Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MetLife (MET) stake by 19% in Q2 2026, selling an estimated $84K and leaving 4,500 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #692.

EverSource Wealth Advisors first reported a position in MET in Q4 2021 and has held it in 19 quarters since. The position peaked at $547K in Q3 2025. 1,440 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • EverSource Wealth Advisors held 4,500 shares of MetLife worth $381K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,042 MetLife shares in Q2 2026, an estimated $84K.
  • MetLife made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #692 holding.
  • EverSource Wealth Advisors first reported a position in MetLife in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's MetLife position peaked at $547K in Q3 2025.
  • 1,440 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.