Sendero Wealth Management’s Hayward Holdings HAYW Stock Holding History

Sendero Wealth Management’s Portfolio HAYW Stock Details HAYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18M	Buy	96,761 +10,184	+12%	+$147K	0.12%	114
2026 Q2	$1.5M	Buy	86,577 +27,190	+46%	+$397K	0.15%	96
2026 Q1	$795K	Hold	59,387	–	–	0.09%	127
2025 Q4	$918K	Buy	59,387 +9,872	+20%	+$156K	0.1%	114
2025 Q3	$749K	Hold	49,515	–	–	0.09%	119
2025 Q2	$683K	Buy	49,515 +8,746	+21%	+$118K	0.09%	129
2025 Q1	$568K	Buy	40,769 +19,899	+95%	+$289K	0.08%	131
2024 Q4	$319K	Buy	+20,870	New	+$327K	0.05%	148

Other funds holding HAYW

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sendero Wealth Management's HAYW Position: Q3 2026 in Review

Sendero Wealth Management increased its Hayward Holdings (HAYW) stake by 12% in Q3 2026, buying an estimated $147K and bringing the position to 96,761 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #114.

Sendero Wealth Management first reported a position in HAYW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2026. 237 funds tracked by Wall St. Rank hold HAYW as of Q3 2026.

Sendero Wealth Management held 96,761 shares of Hayward Holdings worth $1.18M as of Q3 2026.
Sendero Wealth Management bought 10,184 Hayward Holdings shares in Q3 2026, an estimated $147K.
Hayward Holdings made up 0.12% of Sendero Wealth Management's portfolio in Q3 2026, its #114 holding.
Sendero Wealth Management first reported a position in Hayward Holdings in Q4 2024 and has held it in 8 quarters since.
Sendero Wealth Management's Hayward Holdings position peaked at $1.5M in Q2 2026.
237 funds tracked by Wall St. Rank held Hayward Holdings as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.