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Summit Securities Group’s Trupanion TRUP Stock Holding History

Summit Securities Group’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 		– Sell
-319
Closed -$8.17K – 1377
2026
Q1 		$8.17K Buy
+319
New +$9.53K ﹤0.01% 704
2024
Q4 		– Sell
-86
Closed -$4K – 894
2024
Q3 		$4K Buy
+86
New +$3.35K ﹤0.01% 442
2023
Q1 		– Sell
-1
Closed – – 1297
2022
Q4 		$0 Buy
+1
New +$52 ﹤0.01% 1376

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

Summit Securities Group's TRUP Position: Q2 2026 in Review

Summit Securities Group sold out of Trupanion (TRUP) in Q2 2026, closing a stake of 319 shares — an estimated $8.17K sold.

Summit Securities Group first reported a position in TRUP in Q4 2022 and held it in 3 quarters. The position peaked at $8.17K in Q1 2026. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • Summit Securities Group reported no remaining Trupanion position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 319 Trupanion shares in Q2 2026, an estimated $8.17K.
  • Summit Securities Group first reported a position in Trupanion in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Trupanion position peaked at $8.17K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.