Evermay Wealth Management’s Sunrun RUN Stock Holding History

Evermay Wealth Management’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	$536	Hold	40	–	–	﹤0.01%	627
2026 Q1	$543	Hold	40	–	–	﹤0.01%	572
2025 Q4	$736	Hold	40	–	–	﹤0.01%	540
2025 Q3	$692	Hold	40	–	–	﹤0.01%	518
2025 Q2	$328	Hold	40	–	–	﹤0.01%	543
2025 Q1	$235	Hold	40	–	–	﹤0.01%	559
2024 Q4	$370	Buy	+40	New	+$497	﹤0.01%	544
2022 Q3	–	Sell	-40	Closed	-$1K	–	548
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	498
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	507
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	496
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	436
2021 Q2	$2K	Buy	+40	New	+$1.93K	﹤0.01%	484

Other funds holding RUN

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $44.3M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Evermay Wealth Management's RUN Position: Q2 2026 in Review

Evermay Wealth Management held its Sunrun (RUN) position steady in Q2 2026 at 40 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Evermay Wealth Management first reported a position in RUN in Q2 2021 and has held it in 12 quarters since. The position peaked at $2K in Q3 2021. 75 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

Evermay Wealth Management held 40 shares of Sunrun worth $536 as of Q2 2026.
Evermay Wealth Management left its Sunrun share count unchanged in Q2 2026.
Sunrun made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #627 holding.
Evermay Wealth Management first reported a position in Sunrun in Q2 2021 and has held it in 12 quarters since.
Evermay Wealth Management's Sunrun position peaked at $2K in Q3 2021.
75 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.