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 Q2	$69.3M	Buy	650,000 +170,000	+35%	+$20.6M	3.13%	6
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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Affinity Asset Advisors's INSM Position: Q2 2026 in Review

Affinity Asset Advisors increased its Insmed (INSM) stake by 35% in Q2 2026, buying an estimated $20.6M and bringing the position to 650,000 shares worth $69.3M. The position accounts for 3.13% of the portfolio, ranked #6.

Affinity Asset Advisors first reported a position in INSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $78.5M in Q1 2026. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Affinity Asset Advisors held 650,000 shares of Insmed worth $69.3M as of Q2 2026.
Affinity Asset Advisors bought 170,000 Insmed shares in Q2 2026, an estimated $20.6M.
Insmed made up 3.13% of Affinity Asset Advisors's portfolio in Q2 2026, its #6 holding.
Affinity Asset Advisors first reported a position in Insmed in Q2 2024 and has held it in 9 quarters since.
Affinity Asset Advisors's Insmed position peaked at $78.5M in Q1 2026.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.