Clearstead Trust’s Sunrun RUN Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-85	Closed	-$1.47K	–	1434
2025 Q3	$1.47K	Hold	85	–	–	﹤0.01%	1092
2025 Q2	$696	Buy	+85	New	+$668	﹤0.01%	1253
2023 Q1	–	Sell	-826	Closed	-$20K	–	393
2022 Q4	$20K	Buy	+826	New	+$22K	0.01%	278

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's RUN Position: Q4 2025 in Review

Clearstead Trust sold out of Sunrun (RUN) in Q4 2025, closing a stake of 85 shares — an estimated $1.47K sold.

Clearstead Trust first reported a position in RUN in Q4 2022 and held it in 3 quarters. The position peaked at $20K in Q4 2022. 411 funds tracked by Wall St. Rank hold RUN as of Q4 2025.

Clearstead Trust reported no remaining Sunrun position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 85 Sunrun shares in Q4 2025, an estimated $1.47K.
Clearstead Trust first reported a position in Sunrun in Q4 2022 and held it in 3 quarters.
Clearstead Trust's Sunrun position peaked at $20K in Q4 2022.
411 funds tracked by Wall St. Rank held Sunrun as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.