Bogart Wealth LLC’s Insulet PODD Stock Holding History

Bogart Wealth LLC’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
2026 Q2	$24.2K	Sell	159 -33,593	-100%	-$5.6M	﹤0.01%	745
2026 Q1	$7.08M	Sell	33,752 -5,747	-15%	-$1.44M	0.27%	84
2025 Q4	$11.2M	Buy	39,499 +5,375	+16%	+$1.68M	0.45%	52
2025 Q3	$10.5M	Sell	34,124 -41	-0.1%	-$12.8K	0.43%	55
2025 Q2	$10.7M	Sell	34,165 -4,658	-12%	-$1.34M	0.46%	53
2025 Q1	$10.2M	Buy	38,823 +15,188	+64%	+$4.11M	0.48%	50
2024 Q4	$6.17M	Buy	+23,635	New	+$5.95M	0.29%	82
2023 Q4	–	Sell	-14	Closed	-$2.23K	–	1108
2023 Q3	$2.23K	Hold	14	–	–	﹤0.01%	865
2023 Q2	$4.04K	Hold	14	–	–	﹤0.01%	761
2023 Q1	$4.46K	Buy	+14	New	+$4.15K	﹤0.01%	738
2022 Q3	–	Sell	-9	Closed	-$2K	–	1101
2022 Q2	$2K	Buy	+9	New	+$2.05K	﹤0.01%	783

Other funds holding PODD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bogart Wealth LLC's PODD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Insulet (PODD) stake by 100% in Q2 2026, selling an estimated $5.6M and leaving 159 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Bogart Wealth LLC first reported a position in PODD in Q2 2022 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Bogart Wealth LLC held 159 shares of Insulet worth $24.2K as of Q2 2026.
Bogart Wealth LLC sold 33,593 Insulet shares in Q2 2026, an estimated $5.6M.
Insulet made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #745 holding.
Bogart Wealth LLC first reported a position in Insulet in Q2 2022 and has held it in 11 quarters since.
Bogart Wealth LLC's Insulet position peaked at $11.2M in Q4 2025.
731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.