SWTS
MET icon

Stonehaven Wealth & Tax Solutions’s MetLife MET Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-2,902
Closed -$239K – 95
2025
Q3 		$239K Sell
2,902
-118
-4% -$9.29K 0.22% 68
2025
Q2 		$243K Buy
3,020
+52
+2% +$4.01K 0.24% 66
2025
Q1 		$238K Buy
+2,968
New +$247K 0.25% 58

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's MET Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of MetLife (MET) in Q4 2025, closing a stake of 2,902 shares — an estimated $239K sold.

Stonehaven Wealth & Tax Solutions first reported a position in MET in Q1 2025 and held it in 3 quarters. The position peaked at $243K in Q2 2025. 1,439 funds tracked by Wall St. Rank hold MET as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining MetLife position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 2,902 MetLife shares in Q4 2025, an estimated $239K.
  • Stonehaven Wealth & Tax Solutions first reported a position in MetLife in Q1 2025 and held it in 3 quarters.
  • Stonehaven Wealth & Tax Solutions's MetLife position peaked at $243K in Q2 2025.
  • 1,439 funds tracked by Wall St. Rank held MetLife as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.