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
2026 Q2	$1.28M	Buy	95,946 +18,006	+23%	+$243K	0.77%	34
2026 Q1	$1.06M	Buy	77,940 +14,204	+22%	+$236K	0.71%	35
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

U.S. Wealth Group's RUN Position: Q2 2026 in Review

U.S. Wealth Group increased its Sunrun (RUN) stake by 23% in Q2 2026, buying an estimated $243K and bringing the position to 95,946 shares worth $1.28M. 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 6 quarters since. 398 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

U.S. Wealth Group held 95,946 shares of Sunrun worth $1.28M as of Q2 2026.
U.S. Wealth Group bought 18,006 Sunrun shares in Q2 2026, an estimated $243K.
Sunrun made up 0.77% of U.S. Wealth Group's portfolio in Q2 2026, its #34 holding.
U.S. Wealth Group first reported a position in Sunrun in Q1 2025 and has held it in 6 quarters since.
398 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.