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Cornerstone Advisory’s Insulet PODD Stock Holding History

Cornerstone Advisory’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
-771
Closed -$238K – 255
2025
Q3 		$238K Sell
771
-2
-0.3% -$627 0.02% 218
2025
Q2 		$243K Buy
+773
New +$223K 0.03% 214
2025
Q1 		– Sell
-847
Closed -$238K – 240
2024
Q4 		$238K Buy
+847
New +$213K 0.03% 215
2023
Q3 		– Sell
-857
Closed -$247K – 218
2023
Q2 		$247K Buy
857
+4
+0.5% +$1.22K 0.04% 197
2023
Q1 		$272K Hold
853
– – 0.05% 181
2022
Q4 		$251K Buy
+853
New +$235K 0.05% 175
2022
Q2 		– Sell
-853
Closed -$227K – 213
2022
Q1 		$227K Buy
853
+1
+0.1% +$245 0.03% 201
2021
Q4 		$227K Buy
+852
New +$247K 0.03% 236

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return