CWC
PODD icon

Carolinas Wealth Consulting’s Insulet PODD Stock Holding History

Carolinas Wealth Consulting’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
-16
Closed -$4.24K – 704
2025
Q1 		$4.24K Buy
16
+1
+7% +$271 ﹤0.01% 638
2024
Q4 		$3.82K Buy
15
+4
+36% +$1.01K ﹤0.01% 688
2024
Q3 		$2.44K Hold
11
– – ﹤0.01% 779
2024
Q2 		$2.05K Buy
11
+6
+120% +$1.08K ﹤0.01% 795
2024
Q1 		$870 Buy
+5
New +$932 ﹤0.01% 921
2023
Q4 		– Sell
-27
Closed -$3.58K – 1036
2023
Q3 		$3.58K Hold
27
– – ﹤0.01% 648
2023
Q2 		$7.79K Hold
27
– – ﹤0.01% 626
2023
Q1 		$8.61K Sell
27
-8
-23% -$2.37K ﹤0.01% 630
2022
Q4 		$10.3K Hold
35
– – ﹤0.01% 618
2022
Q3 		$8K Hold
35
– – ﹤0.01% 607
2022
Q2 		$8K Buy
35
+7
+25% +$1.59K ﹤0.01% 608
2022
Q1 		$7K Buy
28
+15
+115% +$3.68K ﹤0.01% 663
2021
Q4 		$3K Buy
+13
New +$3.77K ﹤0.01% 786
2021
Q2 		– Sell
-128
Closed -$33K – 993
2021
Q1 		$33K Buy
128
+77
+151% +$20.6K 0.01% 431
2020
Q4 		$13K Buy
51
+45
+750% +$11.2K ﹤0.01% 546
2020
Q3 		$1K Buy
+6
New +$1.26K ﹤0.01% 870

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's PODD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Insulet (PODD) in Q2 2025, closing a stake of 16 shares — an estimated $4.24K sold.

Carolinas Wealth Consulting first reported a position in PODD in Q3 2020 and held it in 16 quarters. The position peaked at $33K in Q1 2021. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 16 Insulet shares in Q2 2025, an estimated $4.24K.
  • Carolinas Wealth Consulting first reported a position in Insulet in Q3 2020 and held it in 16 quarters.
  • Carolinas Wealth Consulting's Insulet position peaked at $33K in Q1 2021.
  • 796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.