MSWM
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Mowery & Schoenfeld Wealth Management’s MetLife MET Stock Holding History

Mowery & Schoenfeld 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
Q2 		$25.6K Hold
302
– – 0.03% 183
2026
Q1 		$21.4K Sell
302
-40
-12% -$3K 0.03% 172
2025
Q4 		$27K Buy
342
+29
+9% +$2.29K 0.04% 178
2025
Q3 		$25.8K Sell
313
-7
-2% -$551 0.04% 160
2025
Q2 		$25.7K Buy
320
+7
+2% +$540 0.04% 159
2025
Q1 		$25.1K Sell
313
-1
-0.3% -$83 0.05% 185
2024
Q4 		$25.7K Buy
314
+12
+4% +$999 0.05% 161
2024
Q3 		$24.9K Hold
302
– – 0.04% 139
2024
Q2 		$21.2K Buy
+302
New +$21.6K 0.03% 142

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's MET Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its MetLife (MET) position steady in Q2 2026 at 302 shares worth $25.6K. The position accounts for 0.03% of the portfolio, ranked #183.

Mowery & Schoenfeld Wealth Management first reported a position in MET in Q2 2024 and has held it in 9 quarters since. The position peaked at $27K in Q4 2025. 1,450 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 302 shares of MetLife worth $25.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its MetLife share count unchanged in Q2 2026.
  • MetLife made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in MetLife in Q2 2024 and has held it in 9 quarters since.
  • Mowery & Schoenfeld Wealth Management's MetLife position peaked at $27K in Q4 2025.
  • 1,450 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.