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Anderson Financial Strategies’s Insulet PODD Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-22
Closed -$5.78K – 162
2025
Q1 		$5.78K Buy
+22
New +$5.95K ﹤0.01% 176

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Anderson Financial Strategies's PODD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Insulet (PODD) in Q2 2025, closing a stake of 22 shares — an estimated $5.78K sold.

Anderson Financial Strategies first reported a position in PODD in Q1 2025 and held it in 1 quarter. The position peaked at $5.78K in Q1 2025. 797 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 22 Insulet shares in Q2 2025, an estimated $5.78K.
  • Anderson Financial Strategies first reported a position in Insulet in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Insulet position peaked at $5.78K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.