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Sun Group Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Sun Group Wealth Partners’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 		$2.23M Sell
3,955
-9
-0.2% -$5.5K 1.52% 20
2026
Q1 		$2.27M Buy
3,964
+887
+29% +$568K 1.78% 16
2025
Q4 		$2.03M Buy
+3,077
New +$2.05M 1.63% 18

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

Sun Group Wealth Partners's META Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 0.23% in Q2 2026, selling an estimated $5.5K and leaving 3,955 shares worth $2.23M. The position accounts for 1.52% of the portfolio, ranked #20.

Sun Group Wealth Partners first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2026. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Sun Group Wealth Partners held 3,955 shares of Meta Platforms (Facebook) worth $2.23M as of Q2 2026.
  • Sun Group Wealth Partners sold 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 1.52% of Sun Group Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Sun Group Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Meta Platforms (Facebook) position peaked at $2.27M in Q1 2026.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.