Cerity Partners
TRUP icon

Cerity Partners’s Trupanion TRUP Stock Holding History

Cerity Partners’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 		$208K Buy
+8,414
New +$205K ﹤0.01% 3030
2023
Q2 		– Sell
-470
Closed -$970K – 1948
2023
Q1 		$970K Buy
+470
New +$25.4K ﹤0.01% 986

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 $3.38T AUM 44.17% 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

Cerity Partners's TRUP Position: Q2 2026 in Review

Cerity Partners opened a new position in Trupanion (TRUP) in Q2 2026: 8,414 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #3030 among its holdings. This is a return to the name: Cerity Partners previously reported a position in TRUP as recently as Q1 2023.

Cerity Partners first reported a position in TRUP in Q1 2023 and has held it in 2 quarters since. The position peaked at $970K in Q1 2023. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Cerity Partners held 8,414 shares of Trupanion worth $208K as of Q2 2026.
  • Trupanion was a new Cerity Partners position in Q2 2026.
  • Trupanion made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3030 holding.
  • Cerity Partners first reported a position in Trupanion in Q1 2023 and has held it in 2 quarters since.
  • Cerity Partners's Trupanion position peaked at $970K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.