SEC 13F Intelligence

Sun Group Wealth Partners / META

Sun Group Wealth Partners’s Meta Platforms Inc Position

Does Sun Group Wealth Partners own Meta Platforms Inc (META)? Yes4.0K shares worth $2M (+1.78% of its 13F portfolio) as of Q1 2026, up from 3.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
4.0K
% of Portfolio
+1.78%
Quarters Held
2
currently held

Position History META

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.0K$2M+1.78%
Q4 20253.1K$2M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Group Wealth Partners’s full portfolio or all institutional holders of META.