Forum Financial Management’s Sunrun RUN Stock Holding History

Forum Financial 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 Q1	–	Sell	-11,163	Closed	-$205K	–	863
2025 Q4	$205K	Buy	+11,163	New	+$214K	﹤0.01%	964

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Forum Financial Management's RUN Position: Q1 2026 in Review

Forum Financial Management sold out of Sunrun (RUN) in Q1 2026, closing a stake of 11,163 shares — an estimated $205K sold.

Forum Financial Management first reported a position in RUN in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 399 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

Forum Financial Management reported no remaining Sunrun position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 11,163 Sunrun shares in Q1 2026, an estimated $205K.
Forum Financial Management first reported a position in Sunrun in Q4 2025 and held it in 1 quarter.
Forum Financial Management's Sunrun position peaked at $205K in Q4 2025.
399 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.