Moneta Group Investment Advisors’s MetLife MET Stock Holding History

Moneta Group Investment 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 Q1	$320K	Sell	4,523 -119	-3%	-$8.91K	﹤0.01%	611
2025 Q4	$366K	Sell	4,642 -959	-17%	-$75.9K	﹤0.01%	582
2025 Q3	$461K	Buy	5,601 +668	+14%	+$52.6K	﹤0.01%	516
2025 Q2	$397K	Sell	4,933 -428	-8%	-$33K	﹤0.01%	498
2025 Q1	$430K	Buy	5,361 +2,233	+71%	+$186K	0.01%	449
2024 Q4	$256K	Sell	3,128 -888	-22%	-$73.9K	﹤0.01%	577
2024 Q3	$331K	Sell	4,016 -64	-2%	-$4.78K	﹤0.01%	492
2024 Q2	$286K	Sell	4,080 -308	-7%	-$22K	﹤0.01%	494
2024 Q1	$325K	Buy	+4,388	New	+$306K	0.01%	460
2023 Q1	–	Sell	-3,008	Closed	-$220K	–	551
2022 Q4	$220K	Buy	+3,008	New	+$215K	0.01%	422
2022 Q3	–	Sell	-3,185	Closed	-$200K	–	454
2022 Q2	$200K	Buy	3,185 +55	+2%	+$3.64K	0.01%	443
2022 Q1	$220K	Buy	+3,130	New	+$212K	0.01%	408
2019 Q4	–	Sell	-5,471	Closed	-$258K	–	278
2019 Q3	$258K	Buy	5,471 +498	+10%	+$23.7K	0.02%	222
2019 Q2	$247K	Sell	4,973 -1,722	-26%	-$80.9K	0.02%	202
2019 Q1	$285K	Sell	6,695 -417	-6%	-$18.4K	0.03%	179
2018 Q4	$292K	Sell	7,112 -373	-5%	-$16K	0.03%	175
2018 Q3	$350K	Sell	7,485 -11,859	-61%	-$542K	0.04%	169
2018 Q2	$843K	Buy	19,344 +2,801	+17%	+$131K	0.09%	128
2018 Q1	$759K	Buy	16,543 +1,933	+13%	+$93.8K	0.1%	94
2017 Q4	$739K	Buy	14,610 +323	+2%	+$17K	0.11%	96
2017 Q3	$742K	Sell	14,287 -6,853	-32%	-$334K	0.12%	87
2017 Q2	$1.03M	Buy	21,140 +3,916	+23%	+$182K	0.17%	80
2017 Q1	$811K	Sell	17,224 -1,077	-6%	-$51.3K	0.16%	63
2016 Q4	$879K	Buy	18,301 +814	+5%	+$37.3K	0.18%	53
2016 Q3	$692K	Sell	17,487 -8,303	-32%	-$312K	0.16%	59
2016 Q2	$916K	Buy	25,790 +2,345	+10%	+$91.5K	0.2%	70
2016 Q1	$917K	Buy	23,445 +10,375	+79%	+$388K	0.2%	67
2015 Q4	$562K	Buy	13,070 +179	+1%	+$7.87K	0.14%	67
2015 Q3	$542K	Sell	12,891 -6,259	-33%	-$292K	0.15%	70
2015 Q2	$956K	Buy	19,150 +399	+2%	+$18.9K	0.29%	39
2015 Q1	$845K	Sell	18,751 -224	-1%	-$10.1K	0.36%	48
2014 Q4	$915K	Sell	18,975 -1,441	-7%	-$68.5K	0.44%	34
2014 Q3	$977K	Buy	20,416 +1,426	+8%	+$69.3K	0.51%	33
2014 Q2	$940K	Buy	18,990 +645	+4%	+$30.2K	0.51%	32
2014 Q1	$863K	Sell	18,345 -327	-2%	-$15K	0.51%	31
2013 Q4	$897K	Buy	18,672 +1,163	+7%	+$52.1K	0.54%	33
2013 Q3	$733K	Buy	17,509 +1,857	+12%	+$80K	0.48%	37
2013 Q2	$638K	Buy	+15,652	New	+$576K	0.45%	42

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

Moneta Group Investment Advisors's MET Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its MetLife (MET) stake by 2.6% in Q1 2026, selling an estimated $8.91K and leaving 4,523 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Moneta Group Investment Advisors first reported a position in MET in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.03M in Q2 2017. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

Moneta Group Investment Advisors held 4,523 shares of MetLife worth $320K as of Q1 2026.
Moneta Group Investment Advisors sold 119 MetLife shares in Q1 2026, an estimated $8.91K.
MetLife made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #611 holding.
Moneta Group Investment Advisors first reported a position in MetLife in Q2 2013 and has held it in 38 quarters since.
Moneta Group Investment Advisors's MetLife position peaked at $1.03M in Q2 2017.
1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.