USWG
RUN icon

U.S. Wealth Group’s Sunrun RUN Stock Holding History

U.S. Wealth Group’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
Q4 		$1.17M Buy
63,736
+12,157
+24% +$233K 0.77% 34
2025
Q3 		$892K Buy
51,579
+30,772
+148% +$412K 0.58% 35
2025
Q2 		$170K Buy
20,807
+6,400
+44% +$50.3K 0.13% 39
2025
Q1 		$84.4K Buy
+14,407
New +$119K 0.07% 38

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Wealth Group's RUN Position: Q4 2025 in Review

U.S. Wealth Group increased its Sunrun (RUN) stake by 24% in Q4 2025, buying an estimated $233K and bringing the position to 63,736 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #34.

U.S. Wealth Group first reported a position in RUN in Q1 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold RUN as of Q4 2025.

  • U.S. Wealth Group held 63,736 shares of Sunrun worth $1.17M as of Q4 2025.
  • U.S. Wealth Group bought 12,157 Sunrun shares in Q4 2025, an estimated $233K.
  • Sunrun made up 0.77% of U.S. Wealth Group's portfolio in Q4 2025, its #34 holding.
  • U.S. Wealth Group first reported a position in Sunrun in Q1 2025 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held Sunrun as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.