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Steward Partners Investment Advisory’s Trupanion TRUP Stock Holding History

Steward Partners Investment Advisory’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 		$305K Sell
12,302
-28
-0.2% -$681 ﹤0.01% 1991
2026
Q1 		$316K Hold
12,330
– – ﹤0.01% 1784
2025
Q4 		$461K Sell
12,330
-250
-2% -$9.82K ﹤0.01% 1470
2025
Q3 		$544K Buy
12,580
+25
+0.2% +$1.19K ﹤0.01% 1325
2025
Q2 		$695K Hold
12,555
– – 0.01% 1148
2025
Q1 		$468K Buy
12,555
+750
+6% +$31.2K ﹤0.01% 1255
2024
Q4 		$569K Buy
11,805
+1,300
+12% +$66.7K 0.01% 1097
2024
Q3 		$441K Sell
10,505
-5,000
-32% -$195K ﹤0.01% 1159
2024
Q2 		$456K Buy
15,505
+3,000
+24% +$79.5K ﹤0.01% 1096
2024
Q1 		$345K Buy
12,505
+8,020
+179% +$224K ﹤0.01% 1205
2023
Q4 		$137K Buy
4,485
+2,595
+137% +$68.8K ﹤0.01% 1537
2023
Q3 		$53.3K Hold
1,890
– – ﹤0.01% 1878
2023
Q2 		$37.2K Sell
1,890
-300
-14% -$8.46K ﹤0.01% 2005
2023
Q1 		$93.9K Hold
2,190
– – ﹤0.01% 1613
2022
Q4 		$104K Hold
2,190
– – ﹤0.01% 1527
2022
Q3 		$130K Sell
2,190
-44
-2% -$2.96K ﹤0.01% 1387
2022
Q2 		$135K Buy
2,234
+669
+43% +$45.5K ﹤0.01% 1369
2022
Q1 		$139K Sell
1,565
-3,618
-70% -$333K ﹤0.01% 1459
2021
Q4 		$684K Buy
5,183
+1,021
+25% +$119K 0.01% 833
2021
Q3 		$323K Buy
4,162
+4,157
+83,140% +$410K 0.01% 1072
2021
Q2 		$1K Sell
5
-435
-99% -$37.8K ﹤0.01% 6995
2021
Q1 		$33.5K Buy
+440
New +$45.1K ﹤0.01% 2204

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

Steward Partners Investment Advisory's TRUP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Trupanion (TRUP) stake by 0.23% in Q2 2026, selling an estimated $681 and leaving 12,302 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

Steward Partners Investment Advisory first reported a position in TRUP in Q1 2021 and has held it in 22 quarters since. The position peaked at $695K in Q2 2025. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Steward Partners Investment Advisory held 12,302 shares of Trupanion worth $305K as of Q2 2026.
  • Steward Partners Investment Advisory sold 28 Trupanion shares in Q2 2026, an estimated $681.
  • Trupanion made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1991 holding.
  • Steward Partners Investment Advisory first reported a position in Trupanion in Q1 2021 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Trupanion position peaked at $695K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.