Henshaw Capital’s Insmed INSM Stock Holding History

Henshaw Capital’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
2025 Q4	–	Sell	-2,832	Closed	-$408K	–	207
2025 Q3	$408K	Sell	2,832 -9,031	-76%	-$1.11M	0.02%	202
2025 Q2	$1.19M	Sell	11,863 -2,572	-18%	-$197K	0.05%	132
2025 Q1	$1.1M	Hold	14,435	–	–	0.05%	132
2024 Q4	$997K	Hold	14,435	–	–	0.04%	125
2024 Q3	$1.05M	Sell	14,435 -1,048	-7%	-$77.3K	0.04%	119
2024 Q2	$1.04M	Sell	15,483 -4,665	-23%	-$181K	0.05%	112
2024 Q1	$547K	Sell	20,148 -2,230	-10%	-$62.4K	0.03%	165
2023 Q4	$693K	Hold	22,378	–	–	0.04%	133
2023 Q3	$565K	Buy	22,378 +8,426	+60%	+$193K	0.03%	142
2023 Q2	$294K	Buy	13,952 +1,409	+11%	+$26.7K	0.02%	187
2023 Q1	$214K	Hold	12,543	–	–	0.01%	234
2022 Q4	$251K	Buy	12,543 +2,013	+19%	+$38.9K	0.02%	198
2022 Q3	$227K	Hold	10,530	–	–	0.02%	255
2022 Q2	$208K	Hold	10,530	–	–	0.01%	286
2022 Q1	$247K	Hold	10,530	–	–	0.01%	283
2021 Q4	$287K	Hold	10,530	–	–	0.02%	274
2021 Q3	$290K	Hold	10,530	–	–	0.02%	266
2021 Q2	$300K	Buy	+10,530	New	+$313K	0.02%	282

Other funds holding INSM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BBA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Henshaw Capital's INSM Position: Q4 2025 in Review

Henshaw Capital sold out of Insmed (INSM) in Q4 2025, closing a stake of 2,832 shares — an estimated $408K sold.

Henshaw Capital first reported a position in INSM in Q2 2021 and held it in 18 quarters. The position peaked at $1.19M in Q2 2025. 677 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

Henshaw Capital reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 2,832 Insmed shares in Q4 2025, an estimated $408K.
Henshaw Capital first reported a position in Insmed in Q2 2021 and held it in 18 quarters.
Henshaw Capital's Insmed position peaked at $1.19M in Q2 2025.
677 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.