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Clearstead Advisors’s Trupanion TRUP Stock Holding History

Clearstead 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 		$248 Buy
+10
New +$243 ﹤0.01% 3131
2023
Q3 		– Sell
-10
Closed -$197 – 1520
2023
Q2 		$197 Hold
10
– – ﹤0.01% 1339
2023
Q1 		$429 Hold
10
– – ﹤0.01% 1312
2022
Q4 		$475 Hold
10
– – ﹤0.01% 1235
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1205
2022
Q2 		$1K Sell
10
-28
-74% -$1.91K ﹤0.01% 1232
2022
Q1 		$3K Buy
38
+28
+280% +$2.58K ﹤0.01% 1166
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1221
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1247
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1203
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1078
2020
Q4 		$1K Buy
+10
New +$945 ﹤0.01% 958

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

Clearstead Advisors's TRUP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Trupanion (TRUP) in Q2 2026: 10 shares worth $248. The stake represents ﹤0.01% of the portfolio and ranks #3131 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TRUP as recently as Q2 2023.

Clearstead Advisors first reported a position in TRUP in Q4 2020 and has held it in 12 quarters since. The position peaked at $3K in Q1 2022. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Clearstead Advisors held 10 shares of Trupanion worth $248 as of Q2 2026.
  • Trupanion was a new Clearstead Advisors position in Q2 2026.
  • Trupanion made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3131 holding.
  • Clearstead Advisors first reported a position in Trupanion in Q4 2020 and has held it in 12 quarters since.
  • Clearstead Advisors's Trupanion position peaked at $3K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.