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EverSource Wealth Advisors’s Trupanion TRUP Stock Holding History

EverSource 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 		$7.21K Buy
291
+26
+10% +$632 ﹤0.01% 3097
2026
Q1 		$6.79K Sell
265
-35
-12% -$1.05K ﹤0.01% 3115
2025
Q4 		$11.2K Buy
300
+56
+23% +$2.2K ﹤0.01% 2738
2025
Q3 		$10.6K Hold
244
– – ﹤0.01% 2797
2025
Q2 		$13.5K Buy
244
+226
+1,256% +$10K ﹤0.01% 2602
2025
Q1 		$671 Buy
18
+6
+50% +$250 ﹤0.01% 3361
2024
Q4 		$578 Buy
+12
New +$616 ﹤0.01% 3133

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

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

EverSource Wealth Advisors increased its Trupanion (TRUP) stake by 9.8% in Q2 2026, buying an estimated $632 and bringing the position to 291 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3097.

EverSource Wealth Advisors first reported a position in TRUP in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q2 2025. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • EverSource Wealth Advisors held 291 shares of Trupanion worth $7.21K as of Q2 2026.
  • EverSource Wealth Advisors bought 26 Trupanion shares in Q2 2026, an estimated $632.
  • Trupanion made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3097 holding.
  • EverSource Wealth Advisors first reported a position in Trupanion in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Trupanion position peaked at $13.5K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.