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Marshall & Sterling Wealth Advisors’s MetLife MET Stock Holding History

Marshall & Sterling 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 		$10.1K Hold
119
– – 0.01% 241
2026
Q1 		$8.42K Hold
119
– – 0.01% 241
2025
Q4 		$9.39K Sell
119
-81
-41% -$6.41K 0.01% 233
2025
Q3 		$16.5K Buy
200
+2
+1% +$157 0.01% 283
2025
Q2 		$15.9K Hold
198
– – 0.01% 278
2025
Q1 		$15.9K Buy
198
+79
+66% +$6.57K 0.01% 270
2024
Q4 		$9.74K Buy
+119
New +$9.9K 0.01% 234

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

Marshall & Sterling Wealth Advisors's MET Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its MetLife (MET) position steady in Q2 2026 at 119 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #241.

Marshall & Sterling Wealth Advisors first reported a position in MET in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.5K in Q3 2025. 1,449 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 119 shares of MetLife worth $10.1K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its MetLife share count unchanged in Q2 2026.
  • MetLife made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in MetLife in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's MetLife position peaked at $16.5K in Q3 2025.
  • 1,449 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.