Cresset Asset Management’s Insulet PODD Stock Holding History

Cresset Asset 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	–	Sell	-2,410	Closed	-$633K	–	1700
2025 Q1	$633K	Sell	2,410 -211	-8%	-$57.1K	﹤0.01%	962
2024 Q4	$684K	Sell	2,621 -7,902	-75%	-$1.99M	﹤0.01%	952
2024 Q3	$2.45M	Buy	10,523 +2,139	+26%	+$439K	0.01%	705
2024 Q2	$1.69M	Sell	8,384 -54	-0.6%	-$9.73K	0.01%	802
2024 Q1	$1.45M	Buy	8,438 +2,419	+40%	+$451K	0.01%	812
2023 Q4	$1.31M	Buy	6,019 +1,422	+31%	+$244K	0.01%	777
2023 Q3	$733K	Sell	4,597 -892	-16%	-$200K	﹤0.01%	993
2023 Q2	$1.58M	Buy	+5,489	New	+$1.67M	﹤0.01%	728
2022 Q2	–	Sell	-1,102	Closed	-$293K	–	1058
2022 Q1	$293K	Buy	1,102 +68	+7%	+$16.7K	﹤0.01%	787
2021 Q4	$275K	Buy	+1,034	New	+$300K	﹤0.01%	920
2019 Q2	–	Sell	-312	Closed	-$30K	–	1366
2019 Q1	$30K	Buy	+312	New	+$26.7K	﹤0.01%	929

Other funds holding PODD

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return