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True Wealth Design’s Trupanion TRUP Stock Holding History

True Wealth Design’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
-14
Closed -$359 – 2890
2026
Q1 		$359 Buy
14
+7
+100% +$209 ﹤0.01% 2162
2025
Q4 		$262 Hold
7
– – ﹤0.01% 2158
2025
Q3 		$303 Hold
7
– – ﹤0.01% 2181
2025
Q2 		$388 Hold
7
– – ﹤0.01% 1842
2025
Q1 		$261 Buy
7
+4
+133% +$166 ﹤0.01% 1845
2024
Q4 		$145 Buy
+3
New +$154 ﹤0.01% 1254

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

True Wealth Design's TRUP Position: Q2 2026 in Review

True Wealth Design sold out of Trupanion (TRUP) in Q2 2026, closing a stake of 14 shares — an estimated $359 sold.

True Wealth Design first reported a position in TRUP in Q4 2024 and held it in 6 quarters. The position peaked at $388 in Q2 2025. 200 funds tracked by Wall St. Rank hold TRUP as of Q2 2026.

  • True Wealth Design reported no remaining Trupanion position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 14 Trupanion shares in Q2 2026, an estimated $359.
  • True Wealth Design first reported a position in Trupanion in Q4 2024 and held it in 6 quarters.
  • True Wealth Design's Trupanion position peaked at $388 in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Trupanion as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.