A4 Wealth Advisors’s Insulet PODD Stock Holding History

A4 Wealth Advisors’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-720	Closed	-$222K	–	161
2025 Q3	$222K	Buy	+720	New	+$226K	0.19%	154

Other funds holding PODD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

A4 Wealth Advisors's PODD Position: Q4 2025 in Review

A4 Wealth Advisors sold out of Insulet (PODD) in Q4 2025, closing a stake of 720 shares — an estimated $222K sold.

A4 Wealth Advisors first reported a position in PODD in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 834 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

A4 Wealth Advisors reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 720 Insulet shares in Q4 2025, an estimated $222K.
A4 Wealth Advisors first reported a position in Insulet in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's Insulet position peaked at $222K in Q3 2025.
834 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.