First Turn Management’s Insmed INSM Stock Holding History

First Turn Management’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	$28.1M	Buy	263,851 +15,376	+6%	+$1.86M	3.01%	12
2026 Q1	$40.6M	Sell	248,475 -15,818	-6%	-$2.43M	4.54%	7
2025 Q4	$46M	Sell	264,293 -55,480	-17%	-$10.1M	5.26%	3
2025 Q3	$46.1M	Sell	319,773 -52,899	-14%	-$6.48M	6.91%	1
2025 Q2	$37.5M	Sell	372,672 -28,957	-7%	-$2.21M	7%	1
2025 Q1	$30.6M	Sell	401,629 -45,351	-10%	-$3.47M	6.18%	1
2024 Q4	$30.9M	Buy	446,980 +90,529	+25%	+$6.52M	5.53%	1
2024 Q3	$26M	Buy	356,451 +33,091	+10%	+$2.44M	4.12%	3
2024 Q2	$21.7M	Buy	+323,360	New	+$12.5M	3.52%	8

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

First Turn Management's INSM Position: Q2 2026 in Review

First Turn Management increased its Insmed (INSM) stake by 6.2% in Q2 2026, buying an estimated $1.86M and bringing the position to 263,851 shares worth $28.1M. The position accounts for 3.01% of the portfolio, ranked #12.

First Turn Management first reported a position in INSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.1M in Q3 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

First Turn Management held 263,851 shares of Insmed worth $28.1M as of Q2 2026.
First Turn Management bought 15,376 Insmed shares in Q2 2026, an estimated $1.86M.
Insmed made up 3.01% of First Turn Management's portfolio in Q2 2026, its #12 holding.
First Turn Management first reported a position in Insmed in Q2 2024 and has held it in 9 quarters since.
First Turn Management's Insmed position peaked at $46.1M in Q3 2025.
666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on First Turn Management's 13F filing for Q2 2026, filed 14 Aug 2026.