EWA
RUN icon

EP Wealth Advisors’s Sunrun RUN Stock Holding History

EP Wealth Advisors’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 		$1.96M Buy
146,517
+19,369
+15% +$261K 0.01% 577
2026
Q1 		$1.72M Buy
127,148
+5,796
+5% +$96.5K 0.01% 507
2025
Q4 		$2.23M Buy
+121,352
New +$2.33M 0.01% 424
2025
Q2 		$1.06M Buy
129,809
+7,737
+6% +$60.8K 0.01% 550
2025
Q1 		$715K Buy
122,072
+9,232
+8% +$76K 0.01% 590
2024
Q4 		$1.04M Buy
112,840
+2,767
+3% +$34.4K 0.01% 488
2024
Q3 		$1.99M Buy
110,073
+3,388
+3% +$60.2K 0.02% 359
2024
Q2 		$1.27M Buy
106,685
+90,056
+542% +$1.1M 0.01% 349
2024
Q1 		$219K Sell
16,629
-4,735
-22% -$65.1K ﹤0.01% 712
2023
Q4 		$419K Buy
21,364
+3,624
+20% +$46K 0.01% 527
2023
Q3 		$223K Buy
17,740
+7,740
+77% +$127K ﹤0.01% 635
2023
Q2 		$278K Sell
10,000
-438,800
-98% -$8.16M ﹤0.01% 576
2023
Q1 		$44M Buy
448,800
+439,078
+4,516% +$10.2M 0.76% 32
2022
Q4 		$234K Buy
+9,722
New +$259K ﹤0.01% 511
2022
Q2 		– Sell
-6,601
Closed -$200K – 686
2022
Q1 		$200K Buy
+6,601
New +$184K ﹤0.01% 573
2021
Q4 		– Sell
-4,803
Closed -$211K – 562
2021
Q3 		$211K Buy
+4,803
New +$229K 0.01% 502

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

EP Wealth Advisors's RUN Position: Q2 2026 in Review

EP Wealth Advisors increased its Sunrun (RUN) stake by 15% in Q2 2026, buying an estimated $261K and bringing the position to 146,517 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #577.

EP Wealth Advisors first reported a position in RUN in Q3 2021 and has held it in 16 quarters since. The position peaked at $44M in Q1 2023. 395 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • EP Wealth Advisors held 146,517 shares of Sunrun worth $1.96M as of Q2 2026.
  • EP Wealth Advisors bought 19,369 Sunrun shares in Q2 2026, an estimated $261K.
  • Sunrun made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #577 holding.
  • EP Wealth Advisors first reported a position in Sunrun in Q3 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's Sunrun position peaked at $44M in Q1 2023.
  • 395 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.