Integrated Wealth Concepts’s Sunrun RUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$359K Buy
+26,452
New +$440K ﹤0.01% 1745
2025
Q4
Sell
-29,972
Closed -$518K 1968
2025
Q3
$518K Sell
29,972
-523
-2% -$7K ﹤0.01% 1321
2025
Q2
$249K Sell
30,495
-2,272
-7% -$17.9K ﹤0.01% 1650
2025
Q1
$192K Buy
32,767
+10,598
+48% +$87.3K ﹤0.01% 1635
2024
Q4
$205K Buy
22,169
+1,147
+5% +$14.2K ﹤0.01% 1588
2024
Q3
$380K Sell
21,022
-1,226
-6% -$21.8K ﹤0.01% 1207
2024
Q2
$264K Buy
22,248
+163
+0.7% +$2K ﹤0.01% 1383
2024
Q1
$291K Sell
22,085
-1,805
-8% -$24.8K ﹤0.01% 1335
2023
Q4
$469K Sell
23,890
-1,100
-4% -$14K 0.01% 1026
2023
Q3
$314K Sell
24,990
-491
-2% -$8.07K 0.01% 1208
2023
Q2
$455K Buy
25,481
+4,872
+24% +$90.6K 0.01% 1027
2023
Q1
$415K Buy
+20,609
New +$481K 0.01% 919

Other funds holding RUN

Integrated Wealth Concepts's RUN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Sunrun (RUN) in Q1 2026: 26,452 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in RUN as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in RUN in Q1 2023 and has held it in 12 quarters since. The position peaked at $518K in Q3 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Integrated Wealth Concepts held 26,452 shares of Sunrun worth $359K as of Q1 2026.
  • Sunrun was a new Integrated Wealth Concepts position in Q1 2026.
  • Sunrun made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1745 holding.
  • Integrated Wealth Concepts first reported a position in Sunrun in Q1 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Sunrun position peaked at $518K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.