Stephens Consulting’s Trupanion TRUP Stock Holding History

Stephens Consulting’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	-1	Closed	-$56	–	1101
2025 Q2	$56	Sell	1 -9	-90%	-$399	﹤0.01%	1098
2025 Q1	$373	Buy	+10	New	+$416	﹤0.01%	1186

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's TRUP Position: Q3 2025 in Review

Stephens Consulting sold out of Trupanion (TRUP) in Q3 2025, closing a stake of 1 share — an estimated $56 sold.

Stephens Consulting first reported a position in TRUP in Q1 2025 and held it in 2 quarters. The position peaked at $373 in Q1 2025. 221 funds tracked by Wall St. Rank hold TRUP as of Q3 2025.

Stephens Consulting reported no remaining Trupanion position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Trupanion share in Q3 2025, an estimated $56.
Stephens Consulting first reported a position in Trupanion in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Trupanion position peaked at $373 in Q1 2025.
221 funds tracked by Wall St. Rank held Trupanion as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.