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 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 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