Lyell Wealth Management’s Sunrun RUN Stock Holding History

Lyell Wealth 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
2025 Q3	–	Sell	-12,400	Closed	-$101K	–	222
2025 Q2	$101K	Buy	+12,400	New	+$97.5K	0.01%	219

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyell Wealth Management's RUN Position: Q3 2025 in Review

Lyell Wealth Management sold out of Sunrun (RUN) in Q3 2025, closing a stake of 12,400 shares — an estimated $101K sold.

Lyell Wealth Management first reported a position in RUN in Q2 2025 and held it in 1 quarter. The position peaked at $101K in Q2 2025. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

Lyell Wealth Management reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
Lyell Wealth Management sold 12,400 Sunrun shares in Q3 2025, an estimated $101K.
Lyell Wealth Management first reported a position in Sunrun in Q2 2025 and held it in 1 quarter.
Lyell Wealth Management's Sunrun position peaked at $101K in Q2 2025.
370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.