EULAV Asset Management’s Insmed INSM Stock Holding History

EULAV Asset Management’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	$16M	Buy	150,000 +58,000	+63%	+$7.02M	0.51%	58
2026 Q1	$15M	Buy	92,000 +11,000	+14%	+$1.69M	0.48%	67
2025 Q4	$14.1M	Sell	81,000 -9,000	-10%	-$1.64M	0.38%	82
2025 Q3	$13M	Buy	+90,000	New	+$11M	0.3%	90

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

EULAV Asset Management's INSM Position: Q2 2026 in Review

EULAV Asset Management increased its Insmed (INSM) stake by 63% in Q2 2026, buying an estimated $7.02M and bringing the position to 150,000 shares worth $16M. The position accounts for 0.51% of the portfolio, ranked #58.

EULAV Asset Management first reported a position in INSM in Q3 2025 and has held it in 4 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

EULAV Asset Management held 150,000 shares of Insmed worth $16M as of Q2 2026.
EULAV Asset Management bought 58,000 Insmed shares in Q2 2026, an estimated $7.02M.
Insmed made up 0.51% of EULAV Asset Management's portfolio in Q2 2026, its #58 holding.
EULAV Asset Management first reported a position in Insmed in Q3 2025 and has held it in 4 quarters since.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on EULAV Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.