High Note Wealth’s Sunrun RUN Stock Holding History

High Note Wealth’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
2025 Q1	–	Sell	-87	Closed	-$805	–	950
2024 Q4	$805	Buy	+87	New	+$1.08K	﹤0.01%	758

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Note Wealth's RUN Position: Q1 2025 in Review

High Note Wealth sold out of Sunrun (RUN) in Q1 2025, closing a stake of 87 shares — an estimated $805 sold.

High Note Wealth first reported a position in RUN in Q4 2024 and held it in 1 quarter. The position peaked at $805 in Q4 2024. 365 funds tracked by Wall St. Rank hold RUN as of Q1 2025.

High Note Wealth reported no remaining Sunrun position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 87 Sunrun shares in Q1 2025, an estimated $805.
High Note Wealth first reported a position in Sunrun in Q4 2024 and held it in 1 quarter.
High Note Wealth's Sunrun position peaked at $805 in Q4 2024.
365 funds tracked by Wall St. Rank held Sunrun as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.