Sendero Wealth Management
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
Q3 		$18.6M Buy
25,701
+7,291
+40% +$4.55M 1.86% 8
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Sendero Wealth Management increased its Meta Platforms (Facebook) (META) stake by 40% in Q3 2026, buying an estimated $4.55M and bringing the position to 25,701 shares worth $18.6M. The position accounts for 1.86% of the portfolio, ranked #8.

Sendero Wealth Management first reported a position in META in Q4 2021 and has held it in 20 quarters since. 994 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sendero Wealth Management held 25,701 shares of Meta Platforms (Facebook) worth $18.6M as of Q3 2026.
  • Sendero Wealth Management bought 7,291 Meta Platforms (Facebook) shares in Q3 2026, an estimated $4.55M.
  • Meta Platforms (Facebook) made up 1.86% of Sendero Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Sendero Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • 994 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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