Carson Wealth (CWM LLC)
PODD icon

Carson Wealth (CWM LLC)’s Insulet PODD Stock Holding History

Carson Wealth (CWM 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 		$5.55M Buy
26,458
+21,184
+402% +$5.32M 0.01% 763
2025
Q4 		$1.5M Buy
5,274
+561
+12% +$175K ﹤0.01% 1284
2025
Q3 		$1.46M Buy
4,713
+343
+8% +$107K ﹤0.01% 1232
2025
Q2 		$1.37M Buy
4,370
+336
+8% +$97K ﹤0.01% 1108
2025
Q1 		$1.06M Buy
4,034
+64
+2% +$17.3K ﹤0.01% 1091
2024
Q4 		$1.04M Sell
3,970
-14
-0.4% -$3.53K ﹤0.01% 1064
2024
Q3 		$927K Buy
3,984
+132
+3% +$27.1K ﹤0.01% 1081
2024
Q2 		$777K Buy
3,852
+1,236
+47% +$223K ﹤0.01% 1029
2024
Q1 		$448K Buy
2,616
+424
+19% +$79.1K ﹤0.01% 1176
2023
Q4 		$476K Sell
2,192
-95
-4% -$16.3K ﹤0.01% 1080
2023
Q3 		$365K Buy
2,287
+1,044
+84% +$234K ﹤0.01% 1091
2023
Q2 		$358K Sell
1,243
-97
-7% -$29.5K ﹤0.01% 1057
2023
Q1 		$427K Sell
1,340
-263
-16% -$78K ﹤0.01% 936
2022
Q4 		$472K Sell
1,603
-666
-29% -$184K ﹤0.01% 832
2022
Q3 		$521K Sell
2,269
-70,990
-97% -$17.8M ﹤0.01% 736
2022
Q2 		$16M Sell
73,259
-8,201
-10% -$1.86M 0.12% 154
2022
Q1 		$21.7M Buy
81,460
+76
+0.1% +$18.7K 0.15% 133
2021
Q4 		$21.7M Buy
+81,384
New +$23.6M 0.15% 136
2021
Q2 		$16.2M Hold
59,186
– – 0.13% 157
2021
Q1 		$16.2M Hold
59,186
– – 0.13% 157
2020
Q4 		$16.2M Hold
59,186
– – 0.13% 157
2020
Q3 		$16.2M Hold
59,186
– – 0.13% 157
2020
Q2 		$16.2M Hold
59,186
– – 0.13% 157
2020
Q1 		$16.2M Hold
59,186
– – 0.13% 157
2019
Q4 		$16.2M Hold
59,186
– – 0.13% 157
2019
Q3 		$16.2M Hold
59,186
– – 0.13% 157
2019
Q2 		$16.2M Hold
59,186
– – 0.13% 157
2019
Q1 		$16.2M Buy
+59,186
New +$5.07M 0.13% 157

Other funds holding PODD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PODD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Insulet (PODD) stake by 402% in Q1 2026, buying an estimated $5.32M and bringing the position to 26,458 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #763.

Carson Wealth (CWM LLC) first reported a position in PODD in Q1 2019 and has held it in 28 quarters since. The position peaked at $21.7M in Q1 2022. 787 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,458 shares of Insulet worth $5.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,184 Insulet shares in Q1 2026, an estimated $5.32M.
  • Insulet made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #763 holding.
  • Carson Wealth (CWM LLC) first reported a position in Insulet in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Insulet position peaked at $21.7M in Q1 2022.
  • 787 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.