EPIMS
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Evelyn Partners Investment Management Services’s Insulet PODD Stock Holding History

Evelyn Partners Investment Management Services’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
2026
Q1 		$89.2K Hold
425
– – 0.01% 151
2025
Q4 		$121K Hold
425
– – 0.02% 140
2025
Q3 		$131K Buy
425
+250
+143% +$78.3K 0.02% 141
2025
Q2 		$55K Buy
175
+25
+17% +$7.21K 0.01% 167
2025
Q1 		$39.4K Buy
+150
New +$40.6K 0.01% 175

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evelyn Partners Investment Management Services's PODD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Insulet (PODD) position steady in Q1 2026 at 425 shares worth $89.2K. The position accounts for 0.01% of the portfolio, ranked #151.

Evelyn Partners Investment Management Services first reported a position in PODD in Q1 2025 and has held it in 5 quarters since. The position peaked at $131K in Q3 2025. 785 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Evelyn Partners Investment Management Services held 425 shares of Insulet worth $89.2K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Insulet share count unchanged in Q1 2026.
  • Insulet made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #151 holding.
  • Evelyn Partners Investment Management Services first reported a position in Insulet in Q1 2025 and has held it in 5 quarters since.
  • Evelyn Partners Investment Management Services's Insulet position peaked at $131K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.