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Coastal Bridge Advisors’s Insulet PODD Stock Holding History

Coastal Bridge Advisors’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
Q4 		– Sell
-784
Closed -$242K – 479
2025
Q3 		$242K Sell
784
-58
-7% -$18.2K 0.02% 399
2025
Q2 		$265K Sell
842
-58
-6% -$16.7K 0.02% 378
2025
Q1 		$236K Buy
+900
New +$244K 0.06% 223

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Coastal Bridge Advisors's PODD Position: Q4 2025 in Review

Coastal Bridge Advisors sold out of Insulet (PODD) in Q4 2025, closing a stake of 784 shares — an estimated $242K sold.

Coastal Bridge Advisors first reported a position in PODD in Q1 2025 and held it in 3 quarters. The position peaked at $265K in Q2 2025. 832 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

  • Coastal Bridge Advisors reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 784 Insulet shares in Q4 2025, an estimated $242K.
  • Coastal Bridge Advisors first reported a position in Insulet in Q1 2025 and held it in 3 quarters.
  • Coastal Bridge Advisors's Insulet position peaked at $265K in Q2 2025.
  • 832 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on Coastal Bridge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.