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Bartlett & Co Wealth Management’s Trupanion TRUP Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-200
Closed -$7.47K – 1361
2025
Q4 		$7.47K Hold
200
– – ﹤0.01% 960
2025
Q3 		$8.66K Sell
200
-600
-75% -$28.5K ﹤0.01% 935
2025
Q2 		$44.3K Sell
800
-1,600
-67% -$70.9K ﹤0.01% 674
2025
Q1 		$89.4K Sell
2,400
-3,127
-57% -$130K ﹤0.01% 556
2024
Q4 		$266K Buy
+5,527
New +$284K ﹤0.01% 406

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $364M AUM 5.09% 1-Year Est. Return

Bartlett & Co Wealth Management's TRUP Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Trupanion (TRUP) in Q1 2026, closing a stake of 200 shares — an estimated $7.47K sold.

Bartlett & Co Wealth Management first reported a position in TRUP in Q4 2024 and held it in 5 quarters. The position peaked at $266K in Q4 2024. 204 funds tracked by Wall St. Rank hold TRUP as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Trupanion position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Trupanion shares in Q1 2026, an estimated $7.47K.
  • Bartlett & Co Wealth Management first reported a position in Trupanion in Q4 2024 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Trupanion position peaked at $266K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Trupanion as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.