AWM
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Avitas Wealth Management’s Insulet PODD Stock Holding History

Avitas Wealth 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
2024
Q4 		$286K Sell
1,094
-29
-3% -$7.3K 0.04% 180
2024
Q3 		$261K Sell
1,123
-84
-7% -$17.2K 0.04% 188
2024
Q2 		$244K Buy
+1,207
New +$218K 0.04% 198
2021
Q2 		– Sell
-7,252
Closed -$1.89M – 219
2021
Q1 		$1.89M Sell
7,252
-126
-2% -$33.7K 0.37% 101
2020
Q4 		$1.89M Buy
+7,378
New +$1.83M 0.38% 107

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 $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's PODD Position: Q4 2024 in Review

Avitas Wealth Management reduced its Insulet (PODD) stake by 2.6% in Q4 2024, selling an estimated $7.3K and leaving 1,094 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #180.

Avitas Wealth Management first reported a position in PODD in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.89M in Q1 2021. 682 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • Avitas Wealth Management held 1,094 shares of Insulet worth $286K as of Q4 2024.
  • Avitas Wealth Management sold 29 Insulet shares in Q4 2024, an estimated $7.3K.
  • Insulet made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #180 holding.
  • Avitas Wealth Management first reported a position in Insulet in Q4 2020 and has held it in 5 quarters since.
  • Avitas Wealth Management's Insulet position peaked at $1.89M in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.