Modern Wealth Management’s MetLife MET Stock Holding History

Modern Wealth Management’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 Q1	–	Sell	-2,780	Closed	-$219K	–	925
2025 Q4	$219K	Sell	2,780 -380	-12%	-$30.1K	﹤0.01%	789
2025 Q3	$260K	Sell	3,160 -3,522	-53%	-$277K	0.01%	686
2025 Q2	$537K	Sell	6,682 -384	-5%	-$29.6K	0.01%	461
2025 Q1	$567K	Buy	7,066 +3	+0%	+$249	0.02%	394
2024 Q4	$578K	Buy	7,063 +1,687	+31%	+$140K	0.02%	334
2024 Q3	$443K	Buy	5,376 +54	+1%	+$4.03K	0.03%	268
2024 Q2	$374K	Buy	5,322 +235	+5%	+$16.8K	0.03%	265
2024 Q1	$377K	Buy	5,087 +338	+7%	+$23.6K	0.04%	209
2023 Q4	$314K	Buy	+4,749	New	+$297K	0.04%	133

Other funds holding MET

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Modern Wealth Management's MET Position: Q1 2026 in Review

Modern Wealth Management sold out of MetLife (MET) in Q1 2026, closing a stake of 2,780 shares — an estimated $219K sold.

Modern Wealth Management first reported a position in MET in Q4 2023 and held it in 9 quarters. The position peaked at $578K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

Modern Wealth Management reported no remaining MetLife position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 2,780 MetLife shares in Q1 2026, an estimated $219K.
Modern Wealth Management first reported a position in MetLife in Q4 2023 and held it in 9 quarters.
Modern Wealth Management's MetLife position peaked at $578K in Q4 2024.
1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.