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Cooper Financial Group’s Insulet PODD Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-1,011
Closed -$318K – 410
2025
Q2 		$318K Sell
1,011
-68
-6% -$19.6K 0.04% 291
2025
Q1 		$283K Buy
1,079
+58
+6% +$15.7K 0.04% 316
2024
Q4 		$267K Buy
1,021
+127
+14% +$32K 0.03% 329
2024
Q3 		$208K Sell
894
-238
-21% -$48.9K 0.03% 368
2024
Q2 		$228K Buy
+1,132
New +$204K 0.03% 348
2024
Q1 		– Sell
-1,133
Closed -$246K – 369
2023
Q4 		$246K Buy
+1,133
New +$194K 0.04% 304

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 $2.3T AUM 54.33% 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 $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cooper Financial Group's PODD Position: Q3 2025 in Review

Cooper Financial Group sold out of Insulet (PODD) in Q3 2025, closing a stake of 1,011 shares — an estimated $318K sold.

Cooper Financial Group first reported a position in PODD in Q4 2023 and held it in 6 quarters. The position peaked at $318K in Q2 2025. 813 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Cooper Financial Group reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 1,011 Insulet shares in Q3 2025, an estimated $318K.
  • Cooper Financial Group first reported a position in Insulet in Q4 2023 and held it in 6 quarters.
  • Cooper Financial Group's Insulet position peaked at $318K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.