Carson Wealth (CWM LLC)’s Trupanion TRUP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53.4K | Buy |
2,085
+1,256
| +152% | +$37.5K | ﹤0.01% | 3774 |
|
|
2025
Q4 | $31K | Sell |
829
-100
| -11% | -$3.93K | ﹤0.01% | 3941 |
|
|
2025
Q3 | $40K | Sell |
929
-17
| -2% | -$808 | ﹤0.01% | 3712 |
|
|
2025
Q2 | $52K | Buy |
946
+71
| +8% | +$3.14K | ﹤0.01% | 3256 |
|
|
2025
Q1 | $33K | Buy |
875
+93
| +12% | +$3.87K | ﹤0.01% | 3323 |
|
|
2024
Q4 | $38K | Buy |
782
+46
| +6% | +$2.36K | ﹤0.01% | 2994 |
|
|
2024
Q3 | $31K | Buy |
736
+187
| +34% | +$7.3K | ﹤0.01% | 3079 |
|
|
2024
Q2 | $16K | Buy |
549
+380
| +225% | +$10.1K | ﹤0.01% | 3278 |
|
|
2024
Q1 | $5K | Buy |
169
+14
| +9% | +$391 | ﹤0.01% | 3701 |
|
|
2023
Q4 | $5K | Sell |
155
-121
| -44% | -$3.21K | ﹤0.01% | 3551 |
|
|
2023
Q3 | $8K | Sell |
276
-13
| -4% | -$369 | ﹤0.01% | 3271 |
|
|
2023
Q2 | $6K | Buy |
289
+127
| +78% | +$3.58K | ﹤0.01% | 3386 |
|
|
2023
Q1 | $7K | Sell |
162
-83
| -34% | -$4.49K | ﹤0.01% | 3165 |
|
|
2022
Q4 | $12K | Buy |
245
+103
| +73% | +$5.36K | ﹤0.01% | 2721 |
|
|
2022
Q3 | $8K | Buy |
142
+11
| +8% | +$739 | ﹤0.01% | 2855 |
|
|
2022
Q2 | $8K | Buy |
131
+7
| +6% | +$477 | ﹤0.01% | 2744 |
|
|
2022
Q1 | $11K | Buy |
124
+67
| +118% | +$6.16K | ﹤0.01% | 2444 |
|
|
2021
Q4 | $8K | Buy |
+57
| New | +$6.64K | ﹤0.01% | 2504 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3009 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 3008 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3006 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3004 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 3003 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 3001 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 3001 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 3000 |
|
|
2019
Q1 | $0 | Buy |
+4
| New | +$114 | ﹤0.01% | 3273 |
|
|
2018
Q2 | – | Sell |
-1,566
| Closed | -$47K | – | 1778 |
|
|
2018
Q1 | $47K | Buy |
1,566
+1,466
| +1,466% | +$47K | ﹤0.01% | 569 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$1.8K | ﹤0.01% | 1034 |
|
Other funds holding TRUP
AI
PCH
GLCM
Carson Wealth (CWM LLC)'s TRUP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Trupanion (TRUP) stake by 152% in Q1 2026, buying an estimated $37.5K and bringing the position to 2,085 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3774.
Carson Wealth (CWM LLC) first reported a position in TRUP in Q2 2017 and has held it in 32 quarters since. 204 funds tracked by Wall St. Rank hold TRUP as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,085 shares of Trupanion worth $53.4K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,256 Trupanion shares in Q1 2026, an estimated $37.5K.
- Trupanion made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3774 holding.
- Carson Wealth (CWM LLC) first reported a position in Trupanion in Q2 2017 and has held it in 32 quarters since.
- 204 funds tracked by Wall St. Rank held Trupanion as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.