Ridgecrest Wealth Partners’s Sunrun RUN Stock Holding History

Ridgecrest Wealth Partners’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 Q1	$1.07M	Hold	79,000	–	–	0.59%	36
2025 Q4	$1.45M	Sell	79,000 -6,000	-7%	-$115K	0.79%	27
2025 Q3	$1.47M	Hold	85,000	–	–	0.66%	32
2025 Q2	$695K	Hold	85,000	–	–	0.37%	50
2025 Q1	$498K	Buy	85,000 +5,000	+6%	+$41.2K	0.26%	64
2024 Q4	$740K	Buy	80,000 +7,929	+11%	+$98.5K	0.4%	45
2024 Q3	$1.3M	Hold	72,071	–	–	0.68%	33
2024 Q2	$855K	Hold	72,071	–	–	0.51%	40
2024 Q1	$950K	Hold	72,071	–	–	0.57%	41
2023 Q4	$1.41M	Hold	72,071	–	–	0.93%	26
2023 Q3	$905K	Buy	72,071 +15,416	+27%	+$254K	0.63%	33
2023 Q2	$1.01M	Sell	56,655 -15,052	-21%	-$280K	0.67%	31
2023 Q1	$1.44M	Hold	71,707	–	–	1.03%	22
2022 Q4	$1.72M	Hold	71,707	–	–	1.31%	22
2022 Q3	$1.98M	Hold	71,707	–	–	1.61%	17
2022 Q2	$1.68M	Hold	71,707	–	–	1.22%	23
2022 Q1	$2.18M	Buy	71,707 +47,042	+191%	+$1.31M	1.38%	18
2021 Q4	$846K	Buy	24,665 +4,776	+24%	+$224K	0.41%	52
2021 Q3	$875K	Buy	19,889 +5,561	+39%	+$265K	0.48%	48
2021 Q2	$799K	Buy	14,328 +4,566	+47%	+$220K	0.5%	51
2021 Q1	$590K	Buy	+9,762	New	+$678K	0.56%	46

Other funds holding RUN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return