NewSquare Capital’s Sunrun RUN Stock Holding History

NewSquare Capital’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	-176	Closed	-$1.44K	–	1018
2025 Q2	$1.44K	Buy	+176	New	+$1.38K	﹤0.01%	1012
2025 Q1	–	Sell	-1,682	Closed	-$15.6K	–	1221
2024 Q4	$15.6K	Buy	+1,682	New	+$20.9K	﹤0.01%	238
2023 Q3	–	Sell	-20	Closed	-$357	–	841
2023 Q2	$357	Hold	20	–	–	﹤0.01%	712
2023 Q1	$403	Hold	20	–	–	﹤0.01%	732
2022 Q4	$480	Buy	+20	New	+$534	﹤0.01%	661

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

NewSquare Capital's RUN Position: Q3 2025 in Review

NewSquare Capital sold out of Sunrun (RUN) in Q3 2025, closing a stake of 176 shares — an estimated $1.44K sold.

NewSquare Capital first reported a position in RUN in Q4 2022 and held it in 5 quarters. The position peaked at $15.6K in Q4 2024. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

NewSquare Capital reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 176 Sunrun shares in Q3 2025, an estimated $1.44K.
NewSquare Capital first reported a position in Sunrun in Q4 2022 and held it in 5 quarters.
NewSquare Capital's Sunrun position peaked at $15.6K in Q4 2024.
370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.