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Pinnacle Wealth Planning Services’s Trupanion TRUP Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.37K Sell
257
-433
-63% -$10.5K ﹤0.01% 2235
2026
Q1 		$17.7K Sell
690
-91
-12% -$2.72K ﹤0.01% 1756
2025
Q4 		$29.2K Buy
+781
New +$30.7K ﹤0.01% 1534
2021
Q1 		– Sell
-1,990
Closed -$239K – 1814
2020
Q4 		$239K Buy
+1,990
New +$188K 0.06% 244

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

Pinnacle Wealth Planning Services's TRUP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Trupanion (TRUP) stake by 63% in Q2 2026, selling an estimated $10.5K and leaving 257 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Pinnacle Wealth Planning Services first reported a position in TRUP in Q4 2020 and has held it in 4 quarters since. The position peaked at $239K in Q4 2020. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 257 shares of Trupanion worth $6.37K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 433 Trupanion shares in Q2 2026, an estimated $10.5K.
  • Trupanion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2235 holding.
  • Pinnacle Wealth Planning Services first reported a position in Trupanion in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Trupanion position peaked at $239K in Q4 2020.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.