IWC
RUN icon

Integrated Wealth Concepts’s Sunrun RUN Stock Holding History

Integrated Wealth Concepts’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 		$310K Sell
23,206
-3,246
-12% -$43.8K ﹤0.01% 1960
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Integrated Wealth Concepts's RUN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Sunrun (RUN) stake by 12% in Q2 2026, selling an estimated $43.8K and leaving 23,206 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Integrated Wealth Concepts first reported a position in RUN in Q1 2023 and has held it in 13 quarters since. The position peaked at $518K in Q3 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Integrated Wealth Concepts held 23,206 shares of Sunrun worth $310K as of Q2 2026.
  • Integrated Wealth Concepts sold 3,246 Sunrun shares in Q2 2026, an estimated $43.8K.
  • Sunrun made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1960 holding.
  • Integrated Wealth Concepts first reported a position in Sunrun in Q1 2023 and has held it in 13 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 Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.