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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

Creative Planning's TRUP Position: Q1 2026 in Review

Creative Planning increased its Trupanion (TRUP) stake by 106% in Q1 2026, buying an estimated $224K and bringing the position to 14,510 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #3253.

Creative Planning first reported a position in TRUP in Q3 2016 and has held it in 11 quarters since. The position peaked at $693K in Q2 2025. 204 funds tracked by Wall St. Rank hold TRUP as of Q1 2026.

  • Creative Planning held 14,510 shares of Trupanion worth $372K as of Q1 2026.
  • Creative Planning bought 7,483 Trupanion shares in Q1 2026, an estimated $224K.
  • Trupanion made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3253 holding.
  • Creative Planning first reported a position in Trupanion in Q3 2016 and has held it in 11 quarters since.
  • Creative Planning's Trupanion position peaked at $693K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held Trupanion as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.