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Kelleher Financial Advisors’s Trupanion TRUP Stock Holding History

Kelleher Financial 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 		$42.1K Hold
1,700
– – 0.01% 462
2026
Q1 		$43.5K Hold
1,700
– – 0.01% 394
2025
Q4 		$63.5K Hold
1,700
– – 0.01% 372
2025
Q3 		$73.6K Buy
+1,700
New +$80.8K 0.02% 292
2022
Q1 		– Sell
-1,700
Closed -$224K – 124
2021
Q4 		$224K Buy
+1,700
New +$198K 0.12% 112

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

Kelleher Financial Advisors's TRUP Position: Q2 2026 in Review

Kelleher Financial Advisors held its Trupanion (TRUP) position steady in Q2 2026 at 1,700 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #462.

Kelleher Financial Advisors first reported a position in TRUP in Q4 2021 and has held it in 5 quarters since. The position peaked at $224K in Q4 2021. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Kelleher Financial Advisors held 1,700 shares of Trupanion worth $42.1K as of Q2 2026.
  • Kelleher Financial Advisors left its Trupanion share count unchanged in Q2 2026.
  • Trupanion made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #462 holding.
  • Kelleher Financial Advisors first reported a position in Trupanion in Q4 2021 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Trupanion position peaked at $224K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.