CCS
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Concentric Capital Strategies’s Sunrun RUN Stock Holding History

Concentric Capital Strategies’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
Q2 		$1.77M Buy
+132,238
New +$1.78M 0.1% 182
2025
Q3 		– Sell
-148,126
Closed -$1.21M – 394
2025
Q2 		$1.21M Buy
+148,126
New +$1.16M 0.05% 217

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 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

Concentric Capital Strategies's RUN Position: Q2 2026 in Review

Concentric Capital Strategies opened a new position in Sunrun (RUN) in Q2 2026: 132,238 shares worth $1.77M. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Concentric Capital Strategies previously reported a position in RUN as recently as Q2 2025.

Concentric Capital Strategies first reported a position in RUN in Q2 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Concentric Capital Strategies held 132,238 shares of Sunrun worth $1.77M as of Q2 2026.
  • Sunrun was a new Concentric Capital Strategies position in Q2 2026.
  • Sunrun made up 0.1% of Concentric Capital Strategies's portfolio in Q2 2026, its #182 holding.
  • Concentric Capital Strategies first reported a position in Sunrun in Q2 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.