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RWC Asset Management’s Sunrun RUN Stock Holding History

RWC Asset 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
2026
Q2 		$6.65M Buy
497,268
+81,706
+20% +$1.1M 0.25% 78
2026
Q1 		$5.64M Buy
415,562
+17,272
+4% +$288K 0.23% 79
2025
Q4 		$7.33M Sell
398,290
-35,154
-8% -$674K 0.36% 66
2025
Q3 		$7.49M Buy
+433,444
New +$5.8M 0.36% 68
2025
Q1 		– Sell
-492,403
Closed -$4.55M – 157
2024
Q4 		$4.55M Buy
492,403
+250,714
+104% +$3.11M 0.23% 90
2024
Q3 		$4.36M Buy
+241,689
New +$4.29M 0.25% 81

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

RWC Asset Management's RUN Position: Q2 2026 in Review

RWC Asset Management increased its Sunrun (RUN) stake by 20% in Q2 2026, buying an estimated $1.1M and bringing the position to 497,268 shares worth $6.65M. The position accounts for 0.25% of the portfolio, ranked #78.

RWC Asset Management first reported a position in RUN in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.49M in Q3 2025. 395 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • RWC Asset Management held 497,268 shares of Sunrun worth $6.65M as of Q2 2026.
  • RWC Asset Management bought 81,706 Sunrun shares in Q2 2026, an estimated $1.1M.
  • Sunrun made up 0.25% of RWC Asset Management's portfolio in Q2 2026, its #78 holding.
  • RWC Asset Management first reported a position in Sunrun in Q3 2024 and has held it in 6 quarters since.
  • RWC Asset Management's Sunrun position peaked at $7.49M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.