Affinity Asset Advisors’s Insmed INSM Stock Holding History

Affinity Asset Advisors’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	$78.5M	Buy	480,000 +30,000	+7%	+$4.61M	4.05%	5
2025 Q4	$78.3M	Hold	450,000	–	–	4.46%	3
2025 Q3	$64.8M	Sell	450,000 -25,000	-5%	-$3.06M	5.65%	2
2025 Q2	$47.8M	Buy	475,000 +335,000	+239%	+$25.6M	6.53%	2
2025 Q1	$10.7M	Buy	140,000 +90,000	+180%	+$6.88M	1.02%	25
2024 Q4	$3.45M	Hold	50,000	–	–	0.46%	45
2024 Q3	$3.65M	Sell	50,000 -75,000	-60%	-$5.53M	0.5%	50
2024 Q2	$8.38M	Buy	+125,000	New	+$4.85M	0.97%	32

Other funds holding INSM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Affinity Asset Advisors's INSM Position: Q1 2026 in Review

Affinity Asset Advisors increased its Insmed (INSM) stake by 6.7% in Q1 2026, buying an estimated $4.61M and bringing the position to 480,000 shares worth $78.5M. The position accounts for 4.05% of the portfolio, ranked #5.

Affinity Asset Advisors first reported a position in INSM in Q2 2024 and has held it in 8 quarters since. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Affinity Asset Advisors held 480,000 shares of Insmed worth $78.5M as of Q1 2026.
Affinity Asset Advisors bought 30,000 Insmed shares in Q1 2026, an estimated $4.61M.
Insmed made up 4.05% of Affinity Asset Advisors's portfolio in Q1 2026, its #5 holding.
Affinity Asset Advisors first reported a position in Insmed in Q2 2024 and has held it in 8 quarters since.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.