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Forum Financial Management’s Insulet PODD Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,218
Closed -$346K – 814
2025
Q4 		$346K Hold
1,218
– – ﹤0.01% 673
2025
Q3 		$376K Hold
1,218
– – 0.01% 604
2025
Q2 		$383K Buy
1,218
+77
+7% +$22.2K 0.01% 528
2025
Q1 		$300K Buy
+1,141
New +$309K 0.01% 593

Other funds holding PODD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's PODD Position: Q1 2026 in Review

Forum Financial Management sold out of Insulet (PODD) in Q1 2026, closing a stake of 1,218 shares — an estimated $346K sold.

Forum Financial Management first reported a position in PODD in Q1 2025 and held it in 4 quarters. The position peaked at $383K in Q2 2025. 787 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Forum Financial Management reported no remaining Insulet position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,218 Insulet shares in Q1 2026, an estimated $346K.
  • Forum Financial Management first reported a position in Insulet in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Insulet position peaked at $383K in Q2 2025.
  • 787 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.