CAPTRUST Financial Advisors
TRUP icon

CAPTRUST Financial Advisors’s Trupanion TRUP Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-9,780
Closed -$250K – 3397
2026
Q1 		$250K Buy
+9,780
New +$292K ﹤0.01% 2525
2022
Q3 		– Sell
-161
Closed -$10K – 3905
2022
Q2 		$10K Sell
161
-732
-82% -$49.8K ﹤0.01% 3756
2022
Q1 		$80K Buy
893
+553
+163% +$50.9K ﹤0.01% 2446
2021
Q4 		$45K Buy
340
+66
+24% +$7.69K ﹤0.01% 2751
2021
Q3 		$21K Buy
274
+5
+2% +$493 ﹤0.01% 3138
2021
Q2 		$31K Buy
269
+27
+11% +$2.35K ﹤0.01% 2825
2021
Q1 		$18K Sell
242
-743
-75% -$76.2K ﹤0.01% 3082
2020
Q4 		$118K Sell
985
-46
-4% -$4.34K ﹤0.01% 1422
2020
Q3 		$84K Buy
+1,031
New +$61.9K ﹤0.01% 1413

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

CAPTRUST Financial Advisors's TRUP Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Trupanion (TRUP) in Q2 2026, closing a stake of 9,780 shares — an estimated $250K sold.

CAPTRUST Financial Advisors first reported a position in TRUP in Q3 2020 and held it in 9 quarters. The position peaked at $250K in Q1 2026. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Trupanion position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9,780 Trupanion shares in Q2 2026, an estimated $250K.
  • CAPTRUST Financial Advisors first reported a position in Trupanion in Q3 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Trupanion position peaked at $250K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.