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Avidity Partners Management’s Insmed INSM Stock Holding History

Avidity Partners Management’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
Q1 		– Sell
-17,700
Closed -$3.08M – 53
2025
Q4 		$3.08M Buy
17,700
+6,100
+53% +$1.11M 0.89% 25
2025
Q3 		$1.67M Sell
11,600
-47,400
-80% -$5.81M 0.38% 41
2025
Q2 		$5.94M Sell
59,000
-48,000
-45% -$3.67M 1.18% 31
2025
Q1 		$8.16M Sell
107,000
-125,800
-54% -$9.62M 1.56% 22
2024
Q4 		$16.1M Sell
232,800
-359,200
-61% -$25.9M 1.58% 26
2024
Q3 		$43.2M Buy
592,000
+162,000
+38% +$12M 2.2% 14
2024
Q2 		$28.8M Buy
+430,000
New +$16.7M 1.22% 34
2022
Q2 		– Sell
-1,354,539
Closed -$31.8M – 90
2022
Q1 		$31.8M Sell
1,354,539
-95,461
-7% -$2.22M 0.66% 39
2021
Q4 		$39.5M Buy
1,450,000
+158,000
+12% +$4.52M 0.84% 40
2021
Q3 		$35.6M Buy
1,292,000
+141,950
+12% +$3.72M 0.79% 41
2021
Q2 		$32.7M Buy
+1,150,050
New +$34.1M 0.88% 42

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Avidity Partners Management's INSM Position: Q1 2026 in Review

Avidity Partners Management sold out of Insmed (INSM) in Q1 2026, closing a stake of 17,700 shares — an estimated $3.08M sold.

Avidity Partners Management first reported a position in INSM in Q2 2021 and held it in 11 quarters. The position peaked at $43.2M in Q3 2024. 675 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Avidity Partners Management reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
  • Avidity Partners Management sold 17,700 Insmed shares in Q1 2026, an estimated $3.08M.
  • Avidity Partners Management first reported a position in Insmed in Q2 2021 and held it in 11 quarters.
  • Avidity Partners Management's Insmed position peaked at $43.2M in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Avidity Partners Management's 13F filing for Q1 2026, filed 13 May 2026.