Congress Wealth Management’s Insulet PODD Stock Holding History

Congress Wealth Management’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	$6.08M	Buy	19,336 +923	+5%	+$266K	0.06%	349
2025 Q1	$4.84M	Buy	18,413 +4,336	+31%	+$1.17M	0.06%	335
2024 Q4	$3.68M	Buy	14,077 +984	+8%	+$248K	0.05%	326
2024 Q3	$3.05M	Buy	13,093 +268	+2%	+$55K	0.04%	366
2024 Q2	$2.59M	Buy	12,825 +1,279	+11%	+$230K	0.04%	323
2024 Q1	$1.98M	Buy	11,546 +1,215	+12%	+$227K	0.03%	317
2023 Q4	$2.24M	Buy	10,331 +2,655	+35%	+$455K	0.04%	302
2023 Q3	$1.22M	Buy	7,676 +448	+6%	+$100K	0.03%	353
2023 Q2	$2.08M	Buy	7,228 +361	+5%	+$110K	0.05%	255
2023 Q1	$2.19M	Buy	6,867 +471	+7%	+$140K	0.05%	256
2022 Q4	$1.88M	Buy	6,396 +624	+11%	+$172K	0.05%	268
2022 Q3	$1.32M	Buy	5,772 +889	+18%	+$223K	0.04%	304
2022 Q2	$1.06M	Buy	4,883 +463	+10%	+$105K	0.03%	325
2022 Q1	$1.18M	Buy	4,420 +750	+20%	+$184K	0.03%	333
2021 Q4	$976K	Buy	+3,670	New	+$1.06M	0.02%	373

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Congress Wealth Management's PODD Position: Q2 2025 in Review

Congress Wealth Management increased its Insulet (PODD) stake by 5% in Q2 2025, buying an estimated $266K and bringing the position to 19,336 shares worth $6.08M. The position accounts for 0.06% of the portfolio, ranked #349.

Congress Wealth Management first reported a position in PODD in Q4 2021 and has held it in 15 quarters since. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

Congress Wealth Management held 19,336 shares of Insulet worth $6.08M as of Q2 2025.
Congress Wealth Management bought 923 Insulet shares in Q2 2025, an estimated $266K.
Insulet made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #349 holding.
Congress Wealth Management first reported a position in Insulet in Q4 2021 and has held it in 15 quarters since.
796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.