Crestwood Advisors Group’s Sunrun RUN Stock Holding History

Crestwood Advisors Group’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	$324K	Sell	23,920 -479	-2%	-$7.97K	0.01%	548
2025 Q4	$449K	Sell	24,399 -10,759	-31%	-$206K	0.01%	421
2025 Q3	$608K	Buy	35,158 +644	+2%	+$8.62K	0.01%	343
2025 Q2	$282K	Sell	34,514 -535	-2%	-$4.21K	0.01%	457
2025 Q1	$205K	Buy	35,049 +333	+1%	+$2.74K	﹤0.01%	483
2024 Q4	$321K	Sell	34,716 -1,676	-5%	-$20.8K	0.01%	374
2024 Q3	$657K	Buy	36,392 +165	+0.5%	+$2.93K	0.01%	263
2024 Q2	$430K	Sell	36,227 -3,473	-9%	-$42.5K	0.01%	300
2024 Q1	$523K	Sell	39,700 -375	-0.9%	-$5.15K	0.01%	270
2023 Q4	$787K	Sell	40,075 -15,625	-28%	-$198K	0.02%	235
2023 Q3	$700K	Buy	+55,700	New	+$916K	0.02%	223

Other funds holding RUN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return