Beacon Financial Advisory’s Insmed INSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$348K Sell
3,263
-25
-0.8% -$3.03K 0.07% 304
2026
Q1
$538K Buy
3,288
+5
+0.2% +$769 0.12% 213
2025
Q4
$571K Sell
3,283
-5,197
-61% -$948K 0.13% 194
2025
Q3
$1.22M Hold
8,480
0.28% 92
2025
Q2
$853K Sell
8,480
-215
-2% -$16.4K 0.22% 127
2025
Q1
$663K Sell
8,695
-245
-3% -$18.7K 0.2% 131
2024
Q4
$617K Sell
8,940
-2,735
-23% -$197K 0.2% 141
2024
Q3
$852K Sell
11,675
-2,150
-16% -$159K 0.29% 95
2024
Q2
$926K Buy
13,825
+605
+5% +$23.5K 0.35% 81
2024
Q1
$359K Buy
13,220
+3,145
+31% +$88K 0.17% 156
2023
Q4
$312K Hold
10,075
0.15% 179
2023
Q3
$254K Buy
+10,075
New +$230K 0.14% 190

Other funds holding INSM

Beacon Financial Advisory's INSM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Insmed (INSM) stake by 0.76% in Q2 2026, selling an estimated $3.03K and leaving 3,263 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #304.

Beacon Financial Advisory first reported a position in INSM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Beacon Financial Advisory held 3,263 shares of Insmed worth $348K as of Q2 2026.
  • Beacon Financial Advisory sold 25 Insmed shares in Q2 2026, an estimated $3.03K.
  • Insmed made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #304 holding.
  • Beacon Financial Advisory first reported a position in Insmed in Q3 2023 and has held it in 12 quarters since.
  • Beacon Financial Advisory's Insmed position peaked at $1.22M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.