LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Sunrun RUN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$13.4K Hold
1,000
– – ﹤0.01% 509
2026
Q1 		$13.3K Hold
1,000
– – ﹤0.01% 507
2025
Q4 		$20.7K Hold
1,000
– – ﹤0.01% 470
2025
Q3 		$19.8K Sell
1,000
-86
-8% -$1.15K ﹤0.01% 482
2025
Q2 		$8.88K Hold
1,086
– – ﹤0.01% 485
2025
Q1 		$7.23K Hold
1,086
– – ﹤0.01% 494
2024
Q4 		$11.1K Hold
1,086
– – ﹤0.01% 485
2024
Q3 		$15.2K Hold
1,086
– – ﹤0.01% 475
2024
Q2 		$18.8K Sell
1,086
-25
-2% -$306 ﹤0.01% 457
2024
Q1 		$11.2K Hold
1,111
– – ﹤0.01% 488
2023
Q4 		$16.1K Hold
1,111
– – ﹤0.01% 474
2023
Q3 		$11.6K Sell
1,111
-17,950
-94% -$295K ﹤0.01% 511
2023
Q2 		$340K Hold
19,061
– – ﹤0.01% 239
2023
Q1 		$384K Buy
19,061
+950
+5% +$22.2K ﹤0.01% 222
2022
Q4 		$435K Hold
18,111
– – 0.01% 209
2022
Q3 		$500K Hold
18,111
– – 0.01% 197
2022
Q2 		$423K Hold
18,111
– – 0.01% 221
2022
Q1 		$550K Sell
18,111
-155
-0.8% -$4.32K 0.01% 205
2021
Q4 		$627K Sell
18,266
-289
-2% -$13.5K 0.01% 204
2021
Q3 		$816K Sell
18,555
-980
-5% -$46.8K 0.01% 183
2021
Q2 		$1.09M Buy
19,535
+5,245
+37% +$253K 0.01% 167
2021
Q1 		$864K Buy
14,290
+14,015
+5,096% +$974K 0.01% 169
2020
Q4 		$19K Hold
275
– – ﹤0.01% 512
2020
Q3 		$21K Hold
275
– – ﹤0.01% 464
2020
Q2 		$5K Buy
+275
New +$4.21K ﹤0.01% 541
2019
Q2 		– Sell
-1,655
Closed -$23K – 758
2019
Q1 		$23K Buy
+1,655
New +$22.8K ﹤0.01% 508

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RUN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Sunrun (RUN) position steady in Q2 2026 at 1,000 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RUN in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2021. 237 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,000 shares of Sunrun worth $13.4K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Sunrun share count unchanged in Q2 2026.
  • Sunrun made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #509 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sunrun in Q1 2019 and has held it in 26 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Sunrun position peaked at $1.09M in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.