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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bogart Wealth LLC's PODD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Insulet (PODD) stake by 15% in Q1 2026, selling an estimated $1.44M and leaving 33,752 shares worth $7.08M. The position accounts for 0.27% of the portfolio, ranked #84.

Bogart Wealth LLC first reported a position in PODD in Q2 2022 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Bogart Wealth LLC held 33,752 shares of Insulet worth $7.08M as of Q1 2026.
Bogart Wealth LLC sold 5,747 Insulet shares in Q1 2026, an estimated $1.44M.
Insulet made up 0.27% of Bogart Wealth LLC's portfolio in Q1 2026, its #84 holding.
Bogart Wealth LLC first reported a position in Insulet in Q2 2022 and has held it in 10 quarters since.
Bogart Wealth LLC's Insulet position peaked at $11.2M in Q4 2025.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.