B. Riley Wealth Advisors’s Insulet PODD Stock Holding History

B. Riley Wealth Advisors’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	-935	Closed	-$246K	–	1303
2025 Q1	$246K	Buy	+935	New	+$253K	0.01%	1065
2024 Q4	–	Sell	-873	Closed	-$202K	–	1258
2024 Q3	$202K	Buy	+873	New	+$179K	0.01%	1136
2023 Q1	–	Sell	-1,008	Closed	-$297K	–	1597
2022 Q4	$297K	Buy	+1,008	New	+$278K	0.01%	1053
2021 Q1	–	Sell	-27,281	Closed	-$6.97M	–	1398
2020 Q4	$6.97M	Sell	27,281 -11,717	-30%	-$2.91M	0.37%	66
2020 Q3	$8.55M	Buy	38,998 +23,547	+152%	+$4.96M	0.46%	53
2020 Q2	$3M	Buy	+15,451	New	+$2.95M	0.2%	121
2015 Q1	–	Sell	-150	Closed	-$7K	–	1612
2014 Q4	$7K	Buy	+150	New	+$6.42K	﹤0.01%	3028

Other funds holding PODD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's PODD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Insulet (PODD) in Q2 2025, closing a stake of 935 shares — an estimated $246K sold.

B. Riley Wealth Advisors first reported a position in PODD in Q4 2014 and held it in 7 quarters. The position peaked at $8.55M in Q3 2020. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 935 Insulet shares in Q2 2025, an estimated $246K.
B. Riley Wealth Advisors first reported a position in Insulet in Q4 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's Insulet position peaked at $8.55M in Q3 2020.
796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.