Creative Planning
TRUP icon

Creative Planning’s Trupanion TRUP Stock Holding History

Creative Planning’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 		$285K Sell
11,486
-3,024
-21% -$73.5K ﹤0.01% 3612
2026
Q1 		$372K Buy
14,510
+7,483
+106% +$224K ﹤0.01% 3253
2025
Q4 		$263K Sell
7,027
-5,156
-42% -$203K ﹤0.01% 3339
2025
Q3 		$527K Sell
12,183
-329
-3% -$15.6K ﹤0.01% 2667
2025
Q2 		$693K Buy
12,512
+4,453
+55% +$197K ﹤0.01% 2170
2025
Q1 		$300K Buy
8,059
+7,917
+5,575% +$329K ﹤0.01% 2747
2024
Q4 		$6.84K Buy
+142
New +$7.29K ﹤0.01% 3400
2023
Q4 		– Sell
-354
Closed -$9.98K – 3081
2023
Q3 		$9.98K Buy
+354
New +$10.1K ﹤0.01% 2654
2017
Q3 		– Sell
-1,150
Closed -$26K – 3573
2017
Q2 		$26K Hold
1,150
– – ﹤0.01% 2998
2017
Q1 		$16K Buy
1,150
+82
+8% +$1.25K ﹤0.01% 3290
2016
Q4 		$17K Buy
1,068
+1,000
+1,471% +$16.1K ﹤0.01% 3185
2016
Q3 		$1K Buy
+68
New +$1.04K ﹤0.01% 4443

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

Creative Planning's TRUP Position: Q2 2026 in Review

Creative Planning reduced its Trupanion (TRUP) stake by 21% in Q2 2026, selling an estimated $73.5K and leaving 11,486 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

Creative Planning first reported a position in TRUP in Q3 2016 and has held it in 12 quarters since. The position peaked at $693K in Q2 2025. 201 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Creative Planning held 11,486 shares of Trupanion worth $285K as of Q2 2026.
  • Creative Planning sold 3,024 Trupanion shares in Q2 2026, an estimated $73.5K.
  • Trupanion made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3612 holding.
  • Creative Planning first reported a position in Trupanion in Q3 2016 and has held it in 12 quarters since.
  • Creative Planning's Trupanion position peaked at $693K in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.