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Financial Advocates Investment Management’s Insulet PODD Stock Holding History

Financial Advocates 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
Q3 		– Sell
-1,386
Closed -$435K – 441
2025
Q2 		$435K Buy
+1,386
New +$400K 0.04% 396

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Financial Advocates Investment Management's PODD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Insulet (PODD) in Q3 2025, closing a stake of 1,386 shares — an estimated $435K sold.

Financial Advocates Investment Management first reported a position in PODD in Q2 2025 and held it in 1 quarter. The position peaked at $435K in Q2 2025. 813 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,386 Insulet shares in Q3 2025, an estimated $435K.
  • Financial Advocates Investment Management first reported a position in Insulet in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Insulet position peaked at $435K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.