GA
PODD icon

GoalVest Advisory’s Insulet PODD Stock Holding History

GoalVest Advisory’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
Q3 		$5.87K Buy
+45
New +$6.74K ﹤0.01% 536

Other funds holding PODD

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's PODD Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Insulet (PODD) in Q3 2026: 45 shares worth $5.87K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings.

16 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • GoalVest Advisory held 45 shares of Insulet worth $5.87K as of Q3 2026.
  • Insulet was a new GoalVest Advisory position in Q3 2026.
  • Insulet made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #536 holding.
  • 16 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.