Heartwood Wealth Advisors’s MetLife MET Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-21	Closed	-$1.73K	–	446
2025 Q3	$1.73K	Buy	+21	New	+$1.65K	﹤0.01%	506

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Heartwood Wealth Advisors's MET Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of MetLife (MET) in Q4 2025, closing a stake of 21 shares — an estimated $1.73K sold.

Heartwood Wealth Advisors first reported a position in MET in Q3 2025 and held it in 1 quarter. The position peaked at $1.73K in Q3 2025. 1,447 funds tracked by Wall St. Rank hold MET as of Q4 2025.

Heartwood Wealth Advisors reported no remaining MetLife position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 21 MetLife shares in Q4 2025, an estimated $1.73K.
Heartwood Wealth Advisors first reported a position in MetLife in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's MetLife position peaked at $1.73K in Q3 2025.
1,447 funds tracked by Wall St. Rank held MetLife as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.