SWM
META icon

Sendero Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Sendero Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
18,410
+2,161
+13% +$1.32M 1.03% 14
2026
Q1 		$9.3M Buy
16,249
+942
+6% +$604K 1.03% 14
2025
Q4 		$10.1M Sell
15,307
-5,045
-25% -$3.37M 1.12% 13
2025
Q3 		$14.9M Sell
20,352
-2,230
-10% -$1.66M 1.75% 10
2025
Q2 		$16.7M Sell
22,582
-1,894
-8% -$1.17M 2.08% 10
2025
Q1 		$14.1M Buy
24,476
+3,359
+16% +$2.17M 1.96% 10
2024
Q4 		$12.4M Buy
21,117
+499
+2% +$293K 1.84% 12
2024
Q3 		$11.8M Buy
20,618
+2,777
+16% +$1.43M 1.86% 11
2024
Q2 		$9M Buy
17,841
+3,748
+27% +$1.82M 1.51% 13
2024
Q1 		$6.84M Buy
14,093
+6,824
+94% +$3.04M 1.18% 20
2023
Q4 		$2.57M Sell
7,269
-230
-3% -$74.9K 0.49% 46
2023
Q3 		$2.25M Sell
7,499
-1,299
-15% -$391K 0.48% 44
2023
Q2 		$2.52M Buy
8,798
+337
+4% +$83.2K 0.55% 41
2023
Q1 		$1.79M Buy
8,461
+130
+2% +$22.1K 0.55% 43
2022
Q4 		$1M Sell
8,331
-10,447
-56% -$1.23M 0.36% 54
2022
Q3 		$2.55M Sell
18,778
-5,629
-23% -$912K 1.06% 12
2022
Q2 		$3.94M Buy
24,407
+3,970
+19% +$766K 3.77% 6
2022
Q1 		$4.58M Sell
20,437
-124
-0.6% -$31K 2.11% 8
2021
Q4 		$6.92M Buy
+20,561
New +$6.83M 3.07% 5

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sendero Wealth Management's META Position: Q2 2026 in Review

Sendero Wealth Management increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 18,410 shares worth $10.4M. The position accounts for 1.03% of the portfolio, ranked #14.

Sendero Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.7M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sendero Wealth Management held 18,410 shares of Meta Platforms (Facebook) worth $10.4M as of Q2 2026.
  • Sendero Wealth Management bought 2,161 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.32M.
  • Meta Platforms (Facebook) made up 1.03% of Sendero Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Sendero Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's Meta Platforms (Facebook) position peaked at $16.7M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.