Eagle Health Investments’s Insmed INSM Stock Holding History

Eagle Health Investments’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41M	Buy	384,130 +159,859	+71%	+$19.4M	6.79%	4
2026 Q1	$36.7M	Buy	224,271 +13,371	+6%	+$2.06M	6.41%	4
2025 Q4	$36.7M	Sell	210,900 -60,700	-22%	-$11.1M	8.07%	4
2025 Q3	$39.1M	Sell	271,600 -157,000	-37%	-$19.2M	10.27%	2
2025 Q2	$43.1M	Sell	428,600 -14,700	-3%	-$1.12M	10.65%	1
2025 Q1	$33.8M	Sell	443,300 -70,400	-14%	-$5.39M	8.78%	4
2024 Q4	$35.5M	Hold	513,700	–	–	8.69%	5
2024 Q3	$37.5M	Hold	513,700	–	–	7.1%	5
2024 Q2	$34.4M	Buy	+513,700	New	+$19.9M	6.04%	6

Other funds holding INSM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Eagle Health Investments's INSM Position: Q2 2026 in Review

Eagle Health Investments increased its Insmed (INSM) stake by 71% in Q2 2026, buying an estimated $19.4M and bringing the position to 384,130 shares worth $41M. The position accounts for 6.79% of the portfolio, ranked #4.

Eagle Health Investments first reported a position in INSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $43.1M in Q2 2025. 667 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Eagle Health Investments held 384,130 shares of Insmed worth $41M as of Q2 2026.
Eagle Health Investments bought 159,859 Insmed shares in Q2 2026, an estimated $19.4M.
Insmed made up 6.79% of Eagle Health Investments's portfolio in Q2 2026, its #4 holding.
Eagle Health Investments first reported a position in Insmed in Q2 2024 and has held it in 9 quarters since.
Eagle Health Investments's Insmed position peaked at $43.1M in Q2 2025.
667 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Eagle Health Investments's 13F filing for Q2 2026, filed 10 Aug 2026.