Plante Moran Financial Advisors’s Trupanion TRUP Stock Holding History

Plante Moran 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	$718	Buy	+29	New	+$705	﹤0.01%	1000
2022 Q1	–	Sell	-150	Closed	-$20K	–	1009
2021 Q4	$20K	Buy	+150	New	+$17.5K	﹤0.01%	563
2018 Q4	–	Sell	-1,000	Closed	-$36K	–	965
2018 Q3	$36K	Hold	1,000	–	–	0.01%	357
2018 Q2	$39K	Hold	1,000	–	–	0.02%	383
2018 Q1	$30K	Hold	1,000	–	–	0.02%	438
2017 Q4	$29K	Hold	1,000	–	–	0.02%	443
2017 Q3	$26K	Hold	1,000	–	–	0.02%	430
2017 Q2	$22K	Buy	+1,000	New	+$18K	0.01%	459

Other funds holding TRUP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's TRUP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Trupanion (TRUP) in Q2 2026: 29 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TRUP as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in TRUP in Q2 2017 and has held it in 8 quarters since. The position peaked at $39K in Q2 2018. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

Plante Moran Financial Advisors held 29 shares of Trupanion worth $718 as of Q2 2026.
Trupanion was a new Plante Moran Financial Advisors position in Q2 2026.
Trupanion made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1000 holding.
Plante Moran Financial Advisors first reported a position in Trupanion in Q2 2017 and has held it in 8 quarters since.
Plante Moran Financial Advisors's Trupanion position peaked at $39K in Q2 2018.
200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

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