Edgestream Partners’s Trupanion TRUP Stock Holding History

Edgestream 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
2025 Q1	–	Sell	-23,916	Closed	-$1.15M	–	1075
2024 Q4	$1.15M	Buy	+23,916	New	+$1.23M	0.05%	535

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's TRUP Position: Q1 2025 in Review

Edgestream Partners sold out of Trupanion (TRUP) in Q1 2025, closing a stake of 23,916 shares — an estimated $1.15M sold.

Edgestream Partners first reported a position in TRUP in Q4 2024 and held it in 1 quarter. The position peaked at $1.15M in Q4 2024. 216 funds tracked by Wall St. Rank hold TRUP as of Q1 2025.

Edgestream Partners reported no remaining Trupanion position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 23,916 Trupanion shares in Q1 2025, an estimated $1.15M.
Edgestream Partners first reported a position in Trupanion in Q4 2024 and held it in 1 quarter.
Edgestream Partners's Trupanion position peaked at $1.15M in Q4 2024.
216 funds tracked by Wall St. Rank held Trupanion as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.