Commonwealth Equity Services
TRUP icon

Commonwealth Equity Services’s Trupanion TRUP Stock Holding History

Commonwealth Equity Services’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
-14,274
Closed -$533K – 4456
2025
Q4 		$533K Sell
14,274
-6,132
-30% -$241K ﹤0.01% 3128
2025
Q3 		$883K Sell
20,406
-902
-4% -$42.9K ﹤0.01% 2697
2025
Q2 		$1.18M Buy
21,308
+5,180
+32% +$229K ﹤0.01% 2426
2025
Q1 		$601K Sell
16,128
-217
-1% -$9.02K ﹤0.01% 2890
2024
Q4 		$788K Buy
16,345
+1,928
+13% +$99K ﹤0.01% 2593
2024
Q3 		$605K Buy
14,417
+6,727
+87% +$262K ﹤0.01% 2745
2024
Q2 		$226K Buy
7,690
+130
+2% +$3.44K ﹤0.01% 3550
2024
Q1 		$209K Sell
7,560
-236
-3% -$6.59K ﹤0.01% 3588
2023
Q4 		$238K Buy
+7,796
New +$207K ﹤0.01% 3369
2022
Q2 		– Sell
-2,499
Closed -$222K – 3800
2022
Q1 		$222K Buy
2,499
+20
+0.8% +$1.84K ﹤0.01% 3245
2021
Q4 		$327K Buy
+2,479
New +$289K ﹤0.01% 2895
2021
Q3 		– Sell
-3,482
Closed -$400K – 3659
2021
Q2 		$400K Buy
3,482
+491
+16% +$42.7K ﹤0.01% 2647
2021
Q1 		$227K Buy
2,991
+33
+1% +$3.38K ﹤0.01% 3024
2020
Q4 		$354K Buy
+2,958
New +$279K ﹤0.01% 2431

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

Commonwealth Equity Services's TRUP Position: Q1 2026 in Review

Commonwealth Equity Services sold out of Trupanion (TRUP) in Q1 2026, closing a stake of 14,274 shares — an estimated $533K sold.

Commonwealth Equity Services first reported a position in TRUP in Q4 2020 and held it in 14 quarters. The position peaked at $1.18M in Q2 2025. 204 funds tracked by Wall St. Rank hold TRUP as of Q1 2026.

  • Commonwealth Equity Services reported no remaining Trupanion position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 14,274 Trupanion shares in Q1 2026, an estimated $533K.
  • Commonwealth Equity Services first reported a position in Trupanion in Q4 2020 and held it in 14 quarters.
  • Commonwealth Equity Services's Trupanion position peaked at $1.18M in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Trupanion as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.