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EP Wealth Advisors’s Trupanion TRUP Stock Holding History

EP Wealth 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 		– Sell
-10,066
Closed -$258K – 1883
2026
Q1 		$258K Sell
10,066
-111
-1% -$3.32K ﹤0.01% 1256
2025
Q4 		$380K Buy
+10,177
New +$400K ﹤0.01% 1007
2025
Q2 		$571K Buy
10,310
+292
+3% +$12.9K ﹤0.01% 736
2025
Q1 		$373K Buy
10,018
+18
+0.2% +$749 ﹤0.01% 821
2024
Q4 		$482K Hold
10,000
– – ﹤0.01% 706
2024
Q3 		$420K Hold
10,000
– – ﹤0.01% 744
2024
Q2 		$294K Buy
+10,000
New +$265K ﹤0.01% 659

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

EP Wealth Advisors's TRUP Position: Q2 2026 in Review

EP Wealth Advisors sold out of Trupanion (TRUP) in Q2 2026, closing a stake of 10,066 shares — an estimated $258K sold.

EP Wealth Advisors first reported a position in TRUP in Q2 2024 and held it in 7 quarters. The position peaked at $571K in Q2 2025. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • EP Wealth Advisors reported no remaining Trupanion position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,066 Trupanion shares in Q2 2026, an estimated $258K.
  • EP Wealth Advisors first reported a position in Trupanion in Q2 2024 and held it in 7 quarters.
  • EP Wealth Advisors's Trupanion position peaked at $571K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.