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Aaron Cowen’s Insmed INSM Stock Holding History

Aaron Cowen’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-109,313
Closed -$19M – 99
2025
Q4 		$19M Sell
109,313
-108,470
-50% -$19.8M 0.39% 58
2025
Q3 		$31.4M Sell
217,783
-21,000
-9% -$2.57M 0.8% 42
2025
Q2 		$24M Sell
238,783
-1,253,600
-84% -$95.9M 0.72% 38
2025
Q1 		$114M Sell
1,492,383
-119,178
-7% -$9.12M 4.22% 6
2024
Q4 		$111M Sell
1,611,561
-24,148
-1% -$1.74M 3.79% 7
2024
Q3 		$119M Sell
1,635,709
-886,091
-35% -$65.4M 3.82% 4
2024
Q2 		$169M Buy
2,521,800
+498,800
+25% +$19.3M 6.21% 3
2024
Q1 		$54.9M Sell
2,023,000
-661,487
-25% -$18.5M 2.04% 15
2023
Q4 		$83.2M Sell
2,684,487
-761,847
-22% -$19.8M 3.76% 8
2023
Q3 		$87M Buy
3,446,334
+337,000
+11% +$7.71M 4.7% 5
2023
Q2 		$65.6M Buy
3,109,334
+177,196
+6% +$3.36M 3.51% 9
2023
Q1 		$50M Buy
2,932,138
+411,237
+16% +$7.99M 2.11% 20
2022
Q4 		$50.4M Buy
2,520,901
+1,290,101
+105% +$24.9M 2.12% 20
2022
Q3 		$26.5M Sell
1,230,800
-847,880
-41% -$20.3M 1.1% 38
2022
Q2 		$41M Buy
2,078,680
+760,248
+58% +$15.9M 1.56% 24
2022
Q1 		$31M Buy
1,318,432
+236,900
+22% +$5.5M 0.95% 36
2021
Q4 		$29.5M Buy
1,081,532
+82,800
+8% +$2.37M 0.57% 43
2021
Q3 		$27.5M Buy
998,732
+557,667
+126% +$14.6M 0.46% 44
2021
Q2 		$12.6M Buy
+441,065
New +$13.1M 0.19% 75
2021
Q1 		– Sell
-337,145
Closed -$11.2M – 119
2020
Q4 		$11.2M Hold
337,145
– – 0.16% 59
2020
Q3 		$10.8M Sell
337,145
-558,415
-62% -$16.1M 0.2% 50
2020
Q2 		$24.7M Buy
895,560
+828,960
+1,245% +$19.7M 0.53% 44
2020
Q1 		$1.07M Buy
+66,600
New +$1.58M 0.03% 51

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Aaron Cowen's INSM Position: Q1 2026 in Review

Aaron Cowen sold out of Insmed (INSM) in Q1 2026, closing a stake of 109,313 shares — an estimated $19M sold.

Aaron Cowen first reported a position in INSM in Q1 2020 and held it in 23 quarters. The position peaked at $169M in Q2 2024. 673 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Aaron Cowen reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
  • Aaron Cowen sold 109,313 Insmed shares in Q1 2026, an estimated $19M.
  • Aaron Cowen first reported a position in Insmed in Q1 2020 and held it in 23 quarters.
  • Aaron Cowen's Insmed position peaked at $169M in Q2 2024.
  • 673 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.