Avantax Advisory Services’s Insmed INSM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$763K	Sell	7,585 -1,912	-20%	-$146K	﹤0.01%	1326
2025 Q1	$725K	Buy	9,497 +530	+6%	+$40.5K	﹤0.01%	1273
2024 Q4	$619K	Buy	8,967 +1,486	+20%	+$107K	﹤0.01%	1319
2024 Q3	$546K	Buy	7,481 +1,385	+23%	+$102K	﹤0.01%	1349
2024 Q2	$408K	Buy	+6,096	New	+$236K	﹤0.01%	1498

Other funds holding INSM

DGM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BBA

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Advisory Services's INSM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Insmed (INSM) stake by 20% in Q2 2025, selling an estimated $146K and leaving 7,585 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Avantax Advisory Services first reported a position in INSM in Q2 2024 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold INSM as of Q2 2025.

Avantax Advisory Services held 7,585 shares of Insmed worth $763K as of Q2 2025.
Avantax Advisory Services sold 1,912 Insmed shares in Q2 2025, an estimated $146K.
Insmed made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1326 holding.
Avantax Advisory Services first reported a position in Insmed in Q2 2024 and has held it in 5 quarters since.
516 funds tracked by Wall St. Rank held Insmed as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.