AMI Asset Management’s Insulet PODD Stock Holding History

AMI Asset Management’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
2026 Q3	–	Sell	-129,815	Closed	-$19.8M	–	108
2026 Q2	$19.8M	Sell	129,815 -20,520	-14%	-$3.42M	1.14%	30
2026 Q1	$31.5M	Sell	150,335 -4,989	-3%	-$1.25M	2.01%	24
2025 Q4	$44.1M	Sell	155,324 -3,707	-2%	-$1.16M	2.5%	16
2025 Q3	$49.1M	Sell	159,031 -2,922	-2%	-$915K	2.74%	13
2025 Q2	$50.9M	Sell	161,953 -9,166	-5%	-$2.65M	2.91%	10
2025 Q1	$44.9M	Sell	171,119 -6,219	-4%	-$1.68M	2.63%	15
2024 Q4	$46.3M	Sell	177,338 -3,405	-2%	-$858K	2.47%	17
2024 Q3	$42.1M	Sell	180,743 -108,677	-38%	-$22.3M	2.28%	21
2024 Q2	$58.4M	Buy	289,420 +72,320	+33%	+$13M	3.15%	10
2024 Q1	$37.2M	Buy	+217,100	New	+$40.5M	1.9%	27

Other funds holding PODD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

AMI Asset Management's PODD Position: Q3 2026 in Review

AMI Asset Management sold out of Insulet (PODD) in Q3 2026, closing a stake of 129,815 shares — an estimated $19.8M sold.

AMI Asset Management first reported a position in PODD in Q1 2024 and held it in 10 quarters. The position peaked at $58.4M in Q2 2024. 100 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

AMI Asset Management reported no remaining Insulet position as of Q3 2026 after selling out during the quarter.
AMI Asset Management sold 129,815 Insulet shares in Q3 2026, an estimated $19.8M.
AMI Asset Management first reported a position in Insulet in Q1 2024 and held it in 10 quarters.
AMI Asset Management's Insulet position peaked at $58.4M in Q2 2024.
100 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on AMI Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.