OF
TRUP icon

Optimize Financial’s Trupanion TRUP Stock Holding History

Optimize Financial’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 		$429K Sell
17,300
-60
-0.3% -$1.46K 0.15% 191
2026
Q1 		$445K Buy
+17,360
New +$519K 0.22% 154

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

Optimize Financial's TRUP Position: Q2 2026 in Review

Optimize Financial reduced its Trupanion (TRUP) stake by 0.35% in Q2 2026, selling an estimated $1.46K and leaving 17,300 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #191.

Optimize Financial first reported a position in TRUP in Q1 2026 and has held it in 2 quarters since. The position peaked at $445K in Q1 2026. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Optimize Financial held 17,300 shares of Trupanion worth $429K as of Q2 2026.
  • Optimize Financial sold 60 Trupanion shares in Q2 2026, an estimated $1.46K.
  • Trupanion made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #191 holding.
  • Optimize Financial first reported a position in Trupanion in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Trupanion position peaked at $445K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.