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Evelyn Partners Investment Management’s Insulet PODD Stock Holding History

Evelyn Partners Investment 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
-95
Closed -$24.9K – 433
2025
Q1 		$24.9K Hold
95
– – ﹤0.01% 321
2024
Q4 		$24.8K Buy
+95
New +$23.9K ﹤0.01% 310

Other funds holding PODD

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

Evelyn Partners Investment Management's PODD Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Insulet (PODD) in Q2 2025, closing a stake of 95 shares — an estimated $24.9K sold.

Evelyn Partners Investment Management first reported a position in PODD in Q4 2024 and held it in 2 quarters. The position peaked at $24.9K in Q1 2025. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 95 Insulet shares in Q2 2025, an estimated $24.9K.
  • Evelyn Partners Investment Management first reported a position in Insulet in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Insulet position peaked at $24.9K in Q1 2025.
  • 796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.