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Independent Financial Group’s Insulet PODD Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-1,076
Closed -$250K – 1231
2024
Q3 		$250K Sell
1,076
-180
-14% -$37K 0.01% 952
2024
Q2 		$253K Sell
1,256
-1,084
-46% -$195K 0.01% 911
2024
Q1 		$401K Buy
2,340
+1,260
+117% +$235K 0.02% 660
2023
Q4 		$234K Buy
+1,080
New +$185K 0.01% 833

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's PODD Position: Q4 2024 in Review

Independent Financial Group sold out of Insulet (PODD) in Q4 2024, closing a stake of 1,076 shares — an estimated $250K sold.

Independent Financial Group first reported a position in PODD in Q4 2023 and held it in 4 quarters. The position peaked at $401K in Q1 2024. 684 funds tracked by Wall St. Rank hold PODD as of Q4 2024.

  • Independent Financial Group reported no remaining Insulet position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 1,076 Insulet shares in Q4 2024, an estimated $250K.
  • Independent Financial Group first reported a position in Insulet in Q4 2023 and held it in 4 quarters.
  • Independent Financial Group's Insulet position peaked at $401K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held Insulet as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.