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Lake Hills Wealth Management’s Trupanion TRUP Stock Holding History

Lake Hills Wealth 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
Q3 		– Sell
-3,691
Closed -$204K – 63
2025
Q2 		$204K Buy
+3,691
New +$163K 0.12% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Hills Wealth Management's TRUP Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of Trupanion (TRUP) in Q3 2025, closing a stake of 3,691 shares — an estimated $204K sold.

Lake Hills Wealth Management first reported a position in TRUP in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 221 funds tracked by Wall St. Rank hold TRUP as of Q3 2025.

  • Lake Hills Wealth Management reported no remaining Trupanion position as of Q3 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 3,691 Trupanion shares in Q3 2025, an estimated $204K.
  • Lake Hills Wealth Management first reported a position in Trupanion in Q2 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's Trupanion position peaked at $204K in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Trupanion as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.