SWM
RUN icon

Spire Wealth Management’s Sunrun RUN Stock Holding History

Spire 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
-5,300
Closed -$43.4K – 2466
2025
Q2 		$43.4K Buy
5,300
+4,800
+960% +$37.7K ﹤0.01% 1258
2025
Q1 		$2.93K Sell
500
-2,200
-81% -$18.1K ﹤0.01% 2191
2024
Q4 		$25K Sell
2,700
-506
-16% -$6.29K ﹤0.01% 1544
2024
Q3 		$57.9K Sell
3,206
-22,299
-87% -$396K ﹤0.01% 1090
2024
Q2 		$302K Buy
25,505
+19,100
+298% +$234K 0.01% 614
2024
Q1 		$84.4K Buy
6,405
+1,010
+19% +$13.9K ﹤0.01% 1045
2023
Q4 		$71.1K Buy
5,395
+3,998
+286% +$50.7K ﹤0.01% 1090
2023
Q3 		$17.5K Sell
1,397
-1,146
-45% -$18.8K ﹤0.01% 1550
2023
Q2 		$45.4K Sell
2,543
-16,455
-87% -$306K ﹤0.01% 1233
2023
Q1 		$383K Buy
18,998
+13,519
+247% +$315K 0.01% 556
2022
Q4 		$132K Sell
5,479
-190
-3% -$5.07K 0.01% 652
2022
Q3 		$156K Buy
5,669
+3,831
+208% +$119K 0.01% 588
2022
Q2 		$43K Sell
1,838
-2,719
-60% -$65.3K ﹤0.01% 1356
2022
Q1 		$138K Sell
4,557
-580
-11% -$16.2K ﹤0.01% 1056
2021
Q4 		$176K Buy
5,137
+3,382
+193% +$158K ﹤0.01% 1146
2021
Q3 		$77K Hold
1,755
– – ﹤0.01% 1299
2021
Q2 		$98K Sell
1,755
-1,088
-38% -$52.5K ﹤0.01% 1190
2021
Q1 		$170K Buy
+2,843
New +$198K ﹤0.01% 1136

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
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)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Sunrun (RUN) in Q3 2025, closing a stake of 5,300 shares — an estimated $43.4K sold.

Spire Wealth Management first reported a position in RUN in Q1 2021 and held it in 18 quarters. The position peaked at $383K in Q1 2023. 370 funds tracked by Wall St. Rank hold RUN as of Q3 2025.

  • Spire Wealth Management reported no remaining Sunrun position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 5,300 Sunrun shares in Q3 2025, an estimated $43.4K.
  • Spire Wealth Management first reported a position in Sunrun in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Sunrun position peaked at $383K in Q1 2023.
  • 370 funds tracked by Wall St. Rank held Sunrun as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.