GoalVest Advisory’s MetLife MET Stock Holding History

GoalVest Advisory’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	$18.2K	Hold	215	–	–	﹤0.01%	312
2026 Q1	$15.2K	Hold	215	–	–	﹤0.01%	348
2025 Q4	$17K	Hold	215	–	–	﹤0.01%	373
2025 Q3	$17.7K	Hold	215	–	–	﹤0.01%	304
2025 Q2	$17.3K	Buy	215 +212	+7,067%	+$16.4K	﹤0.01%	282
2025 Q1	$241	Sell	3 -147	-98%	-$12.2K	﹤0.01%	427
2024 Q4	$12.3K	Hold	150	–	–	﹤0.01%	271
2024 Q3	$12.4K	Hold	150	–	–	﹤0.01%	303
2024 Q2	$10.5K	Sell	150 -240	-62%	-$17.1K	﹤0.01%	272
2024 Q1	$28.9K	Buy	390 +165	+73%	+$11.5K	0.01%	235
2023 Q4	$14.9K	Buy	225 +138	+159%	+$8.64K	0.01%	233
2023 Q3	$5.47K	Buy	+87	New	+$5.42K	﹤0.01%	339
2023 Q2	–	Sell	-230	Closed	-$13.3K	–	391
2023 Q1	$13.3K	Hold	230	–	–	0.01%	174
2022 Q4	$16.6K	Hold	230	–	–	0.01%	168
2022 Q3	$14K	Sell	230 -15	-6%	-$958	0.01%	175
2022 Q2	$15K	Sell	245 -7	-3%	-$463	0.01%	238
2022 Q1	$18K	Buy	+252	New	+$17K	0.01%	203
2021 Q2	$4K	Buy	+65	New	+$4.12K	﹤0.01%	221

Other funds holding MET

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GoalVest Advisory's MET Position: Q2 2026 in Review

GoalVest Advisory held its MetLife (MET) position steady in Q2 2026 at 215 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

GoalVest Advisory first reported a position in MET in Q2 2021 and has held it in 18 quarters since. The position peaked at $28.9K in Q1 2024. 1,445 funds tracked by Wall St. Rank hold MET as of Q2 2026.

GoalVest Advisory held 215 shares of MetLife worth $18.2K as of Q2 2026.
GoalVest Advisory left its MetLife share count unchanged in Q2 2026.
MetLife made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #312 holding.
GoalVest Advisory first reported a position in MetLife in Q2 2021 and has held it in 18 quarters since.
GoalVest Advisory's MetLife position peaked at $28.9K in Q1 2024.
1,445 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.