Carson Wealth (CWM LLC)
RUN icon

Carson Wealth (CWM LLC)’s Sunrun RUN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Sell
7,660
-553
-7% -$9.21K ﹤0.01% 3235
2025
Q4 		$151K Buy
8,213
+94
+1% +$1.8K ﹤0.01% 2779
2025
Q3 		$140K Buy
8,119
+2,812
+53% +$37.6K ﹤0.01% 2724
2025
Q2 		$43K Sell
5,307
-26,583
-83% -$209K ﹤0.01% 3401
2025
Q1 		$187K Buy
31,890
+29,152
+1,065% +$240K ﹤0.01% 1967
2024
Q4 		$25K Sell
2,738
-1,219
-31% -$15.1K ﹤0.01% 3297
2024
Q3 		$71K Buy
3,957
+602
+18% +$10.7K ﹤0.01% 2430
2024
Q2 		$40K Buy
3,355
+3,014
+884% +$36.9K ﹤0.01% 2623
2024
Q1 		$4K Sell
341
-22
-6% -$302 ﹤0.01% 3783
2023
Q4 		$7K Buy
363
+130
+56% +$1.65K ﹤0.01% 3368
2023
Q3 		$3K Sell
233
-26
-10% -$428 ﹤0.01% 3698
2023
Q2 		$5K Sell
259
-1,248
-83% -$23.2K ﹤0.01% 3462
2023
Q1 		$30K Sell
1,507
-493
-25% -$11.5K ﹤0.01% 2229
2022
Q4 		$48K Buy
2,000
+191
+11% +$5.1K ﹤0.01% 1769
2022
Q3 		$50K Buy
1,809
+187
+12% +$5.82K ﹤0.01% 1656
2022
Q2 		$38K Buy
1,622
+777
+92% +$18.7K ﹤0.01% 1756
2022
Q1 		$26K Buy
845
+707
+512% +$19.7K ﹤0.01% 1929
2021
Q4 		$5K Buy
+138
New +$6.46K ﹤0.01% 2757
2021
Q2 		$27K Hold
485
– – ﹤0.01% 1662
2021
Q1 		$27K Hold
485
– – ﹤0.01% 1662
2020
Q4 		$27K Hold
485
– – ﹤0.01% 1662
2020
Q3 		$27K Hold
485
– – ﹤0.01% 1662
2020
Q2 		$27K Hold
485
– – ﹤0.01% 1662
2020
Q1 		$27K Hold
485
– – ﹤0.01% 1662
2019
Q4 		$27K Hold
485
– – ﹤0.01% 1662
2019
Q3 		$27K Hold
485
– – ﹤0.01% 1662
2019
Q2 		$27K Hold
485
– – ﹤0.01% 1662
2019
Q1 		$27K Buy
+485
New +$6.68K ﹤0.01% 1662

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RUN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sunrun (RUN) stake by 6.7% in Q1 2026, selling an estimated $9.21K and leaving 7,660 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Carson Wealth (CWM LLC) first reported a position in RUN in Q1 2019 and has held it in 28 quarters since. The position peaked at $187K in Q1 2025. 399 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,660 shares of Sunrun worth $104K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 553 Sunrun shares in Q1 2026, an estimated $9.21K.
  • Sunrun made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3235 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sunrun in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Sunrun position peaked at $187K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.