WANY
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Wealthspire Advisors (New York)’s Sunrun RUN Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,430
Closed -$24.7K – 2506
2025
Q3 		$24.7K Sell
1,430
-10,602
-88% -$142K ﹤0.01% 1561
2025
Q2 		$98.4K Buy
+12,032
New +$94.6K ﹤0.01% 824

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 $871B AUM 31.28% 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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s RUN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sunrun (RUN) in Q4 2025, closing a stake of 1,430 shares — an estimated $24.7K sold.

Wealthspire Advisors (New York) first reported a position in RUN in Q2 2025 and held it in 2 quarters. The position peaked at $98.4K in Q2 2025. 411 funds tracked by Wall St. Rank hold RUN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sunrun position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,430 Sunrun shares in Q4 2025, an estimated $24.7K.
  • Wealthspire Advisors (New York) first reported a position in Sunrun in Q2 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Sunrun position peaked at $98.4K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Sunrun as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.