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Wealthspire Advisors (New York)’s Trupanion TRUP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-10
Closed -$433 – 2754
2025
Q3 		$433 Buy
+10
New +$475 ﹤0.01% 2856

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 $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $92.6M AUM 53.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRUP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Trupanion (TRUP) in Q4 2025, closing a stake of 10 shares — an estimated $433 sold.

Wealthspire Advisors (New York) first reported a position in TRUP in Q3 2025 and held it in 1 quarter. The position peaked at $433 in Q3 2025. 214 funds tracked by Wall St. Rank hold TRUP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Trupanion position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Trupanion shares in Q4 2025, an estimated $433.
  • Wealthspire Advisors (New York) first reported a position in Trupanion in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Trupanion position peaked at $433 in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Trupanion as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.