GWS
PODD icon

Glassman Wealth Services’s Insulet PODD Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-128
Closed -$27.8K – 1399
2023
Q4 		$27.8K Buy
128
+27
+27% +$4.63K ﹤0.01% 613
2023
Q3 		$16.1K Buy
101
+31
+44% +$6.94K ﹤0.01% 715
2023
Q2 		$20.2K Buy
70
+5
+8% +$1.52K ﹤0.01% 619
2023
Q1 		$20.7K Hold
65
– – ﹤0.01% 629
2022
Q4 		$19.1K Buy
65
+1
+2% +$276 ﹤0.01% 670
2022
Q3 		$15K Buy
64
+30
+88% +$7.51K ﹤0.01% 695
2022
Q2 		$7K Buy
34
+5
+17% +$1.14K ﹤0.01% 919
2022
Q1 		$8K Sell
29
-36
-55% -$8.84K ﹤0.01% 905
2021
Q4 		$17K Buy
65
+58
+829% +$16.8K ﹤0.01% 657
2021
Q3 		$2K Buy
7
+3
+75% +$856 ﹤0.01% 1204
2021
Q2 		$1K Buy
4
+1
+33% +$272 ﹤0.01% 1357
2021
Q1 		$1K Hold
3
– – ﹤0.01% 1304
2020
Q4 		$1K Hold
3
– – ﹤0.01% 1262
2020
Q3 		$1K Hold
3
– – ﹤0.01% 1216
2020
Q2 		$1K Hold
3
– – ﹤0.01% 1091
2020
Q1 		$0 Sell
3
-3
-50% -$548 ﹤0.01% 1463
2019
Q4 		$1K Hold
6
– – ﹤0.01% 1002
2019
Q3 		$1K Hold
6
– – ﹤0.01% 896
2019
Q2 		$1K Buy
6
+3
+100% +$308 ﹤0.01% 910
2019
Q1 		$0 Buy
+3
New +$257 ﹤0.01% 1170

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return