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Everhart Financial Group’s Insmed INSM Stock Holding History

Everhart Financial Group’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 		– Sell
-2,934
Closed -$480K – 502
2026
Q1 		$480K Buy
2,934
+26
+0.9% +$4K 0.04% 285
2025
Q4 		$506K Buy
+2,908
New +$531K 0.05% 260

Other funds holding INSM

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Handelsbanken Fonder
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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's INSM Position: Q2 2026 in Review

Everhart Financial Group sold out of Insmed (INSM) in Q2 2026, closing a stake of 2,934 shares — an estimated $480K sold.

Everhart Financial Group first reported a position in INSM in Q4 2025 and held it in 2 quarters. The position peaked at $506K in Q4 2025. 63 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Everhart Financial Group reported no remaining Insmed position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,934 Insmed shares in Q2 2026, an estimated $480K.
  • Everhart Financial Group first reported a position in Insmed in Q4 2025 and held it in 2 quarters.
  • Everhart Financial Group's Insmed position peaked at $506K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.