AF
TRUP icon

Allworth Financial’s Trupanion TRUP Stock Holding History

Allworth Financial’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.17K Buy
241
+1
+0.4% +$30 ﹤0.01% 3824
2025
Q4 		$8.97K Buy
240
+155
+182% +$6.09K ﹤0.01% 3340
2025
Q3 		$3.68K Sell
85
-21
-20% -$998 ﹤0.01% 3714
2025
Q2 		$5.87K Buy
106
+25
+31% +$1.11K ﹤0.01% 3177
2025
Q1 		$2.98K Buy
81
+27
+50% +$1.12K ﹤0.01% 3040
2024
Q4 		$2.51K Hold
54
– – ﹤0.01% 3075
2024
Q3 		$2.27K Buy
54
+5
+10% +$195 ﹤0.01% 2912
2024
Q2 		$1.61K Buy
49
+35
+250% +$927 ﹤0.01% 3012
2024
Q1 		$387 Hold
14
– – ﹤0.01% 3350
2023
Q4 		$428 Sell
14
-17
-55% -$451 ﹤0.01% 3169
2023
Q3 		$875 Buy
+31
New +$881 ﹤0.01% 2889
2022
Q4 		– Sell
-7
Closed – – 3199
2022
Q3 		$0 Buy
7
+4
+133% +$269 ﹤0.01% 3116
2022
Q2 		$0 Buy
+3
New +$204 ﹤0.01% 2822

Other funds holding TRUP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return