Integrated Wealth Concepts’s Insulet PODD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$846K Sell
5,560
-542
-9% -$90.3K 0.01% 1323
2026
Q1
$1.28M Buy
6,102
+4,135
+210% +$1.04M 0.01% 981
2025
Q4
$559K Sell
1,967
-1,693
-46% -$529K 0.01% 1039
2025
Q3
$1.13M Buy
3,660
+249
+7% +$78K 0.01% 916
2025
Q2
$1.07M Sell
3,411
-224
-6% -$64.6K 0.01% 886
2025
Q1
$955K Buy
3,635
+73
+2% +$19.8K 0.01% 848
2024
Q4
$930K Buy
3,562
+1,001
+39% +$252K 0.01% 847
2024
Q3
$596K Buy
2,561
+42
+2% +$8.63K 0.01% 1010
2024
Q2
$508K Buy
2,519
+157
+7% +$28.3K 0.01% 1038
2024
Q1
$405K Buy
2,362
+79
+3% +$14.7K 0.01% 1148
2023
Q4
$495K Buy
2,283
+275
+14% +$47.2K 0.01% 1004
2023
Q3
$320K Sell
2,008
-6
-0.3% -$1.34K 0.01% 1196
2023
Q2
$581K Buy
2,014
+188
+10% +$57.1K 0.01% 922
2023
Q1
$582K Buy
1,826
+244
+15% +$72.3K 0.01% 807
2022
Q4
$466K Sell
1,582
-9
-0.6% -$2.48K 0.01% 674
2022
Q3
$365K Sell
1,591
-3
-0.2% -$751 0.01% 682
2022
Q2
$347K Sell
1,594
-1
-0.1% -$227 0.01% 712
2022
Q1
$425K Sell
1,595
-11
-0.7% -$2.7K 0.01% 620
2021
Q4
$427K Sell
1,606
-302
-16% -$87.6K 0.01% 648
2021
Q3
$542K Sell
1,908
-332
-15% -$94.7K 0.02% 561
2021
Q2
$615K Buy
2,240
+2
+0.1% +$544 0.02% 484
2021
Q1
$584K Sell
2,238
-2,250
-50% -$603K 0.02% 443
2020
Q4
$1.15M Buy
+4,488
New +$1.11M 0.05% 225

Other funds holding PODD

Integrated Wealth Concepts's PODD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Insulet (PODD) stake by 8.9% in Q2 2026, selling an estimated $90.3K and leaving 5,560 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #1323.

Integrated Wealth Concepts first reported a position in PODD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2026. 730 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Integrated Wealth Concepts held 5,560 shares of Insulet worth $846K as of Q2 2026.
  • Integrated Wealth Concepts sold 542 Insulet shares in Q2 2026, an estimated $90.3K.
  • Insulet made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1323 holding.
  • Integrated Wealth Concepts first reported a position in Insulet in Q4 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Insulet position peaked at $1.28M in Q1 2026.
  • 730 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.