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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
Q2 		$5.55K Sell
224
-17
-7% -$413 ﹤0.01% 4068
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% 3115
2022
Q2 		$0 Buy
+3
New +$204 ﹤0.01% 2821

Other funds holding TRUP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's TRUP Position: Q2 2026 in Review

Allworth Financial reduced its Trupanion (TRUP) stake by 7.1% in Q2 2026, selling an estimated $413 and leaving 224 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Allworth Financial first reported a position in TRUP in Q2 2022 and has held it in 14 quarters since. The position peaked at $8.97K in Q4 2025. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Allworth Financial held 224 shares of Trupanion worth $5.55K as of Q2 2026.
  • Allworth Financial sold 17 Trupanion shares in Q2 2026, an estimated $413.
  • Trupanion made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4068 holding.
  • Allworth Financial first reported a position in Trupanion in Q2 2022 and has held it in 14 quarters since.
  • Allworth Financial's Trupanion position peaked at $8.97K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.