EverSource Wealth Advisors’s Insmed INSM Stock Holding History

EverSource Wealth Advisors’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 Q1	$135K	Buy	826 +79	+11%	+$12.1K	﹤0.01%	1259
2025 Q4	$130K	Buy	747 +69	+10%	+$12.6K	﹤0.01%	1177
2025 Q3	$97.6K	Buy	678 +14	+2%	+$1.72K	﹤0.01%	1296
2025 Q2	$66.8K	Buy	664 +263	+66%	+$20.1K	﹤0.01%	1435
2025 Q1	$30.6K	Buy	401 +84	+26%	+$6.43K	﹤0.01%	1468
2024 Q4	$21.9K	Buy	317 +55	+21%	+$3.96K	﹤0.01%	1577
2024 Q3	$19.1K	Buy	262 +88	+51%	+$6.49K	﹤0.01%	1519
2024 Q2	$12.7K	Buy	174 +78	+81%	+$3.02K	﹤0.01%	1734
2024 Q1	$2.37K	Hold	96	–	–	﹤0.01%	2324
2023 Q4	$2.98K	Hold	96	–	–	﹤0.01%	2057
2023 Q3	$2.42K	Hold	96	–	–	﹤0.01%	1956
2023 Q2	$2.03K	Buy	96 +71	+284%	+$1.35K	﹤0.01%	2023
2023 Q1	$426	Buy	+25	New	+$486	﹤0.01%	2260
2022 Q2	–	Sell	-181	Closed	-$4K	–	1796
2022 Q1	$4K	Hold	181	–	–	﹤0.01%	1335
2021 Q4	$5K	Buy	+181	New	+$5.17K	﹤0.01%	1260

Other funds holding INSM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return