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Kestra Investment Management’s Trupanion TRUP Stock Holding History

Kestra Investment Management’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
-133
Closed -$6.41K – 1381
2024
Q4 		$6.41K Buy
+133
New +$6.83K ﹤0.01% 880

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's TRUP Position: Q1 2025 in Review

Kestra Investment Management sold out of Trupanion (TRUP) in Q1 2025, closing a stake of 133 shares — an estimated $6.41K sold.

Kestra Investment Management first reported a position in TRUP in Q4 2024 and held it in 1 quarter. The position peaked at $6.41K in Q4 2024. 216 funds tracked by Wall St. Rank hold TRUP as of Q1 2025.

  • Kestra Investment Management reported no remaining Trupanion position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 133 Trupanion shares in Q1 2025, an estimated $6.41K.
  • Kestra Investment Management first reported a position in Trupanion in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Trupanion position peaked at $6.41K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Trupanion as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.