AAM
PODD icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AMI Asset Management's PODD Position: Q2 2026 in Review

AMI Asset Management reduced its Insulet (PODD) stake by 14% in Q2 2026, selling an estimated $3.42M and leaving 129,815 shares worth $19.8M. The position accounts for 1.14% of the portfolio, ranked #30.

AMI Asset Management first reported a position in PODD in Q1 2024 and has held it in 10 quarters since. The position peaked at $58.4M in Q2 2024. 727 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • AMI Asset Management held 129,815 shares of Insulet worth $19.8M as of Q2 2026.
  • AMI Asset Management sold 20,520 Insulet shares in Q2 2026, an estimated $3.42M.
  • Insulet made up 1.14% of AMI Asset Management's portfolio in Q2 2026, its #30 holding.
  • AMI Asset Management first reported a position in Insulet in Q1 2024 and has held it in 10 quarters since.
  • AMI Asset Management's Insulet position peaked at $58.4M in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.