J.W. Cole Advisors’s Insulet PODD Stock Holding History

J.W. Cole Advisors’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
2025 Q4	–	Sell	-1,059	Closed	-$327K	–	1566
2025 Q3	$327K	Buy	1,059 +224	+27%	+$70.2K	0.01%	1177
2025 Q2	$262K	Buy	+835	New	+$241K	0.01%	1206

Other funds holding PODD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

J.W. Cole Advisors's PODD Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Insulet (PODD) in Q4 2025, closing a stake of 1,059 shares — an estimated $327K sold.

J.W. Cole Advisors first reported a position in PODD in Q2 2025 and held it in 2 quarters. The position peaked at $327K in Q3 2025. 833 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

J.W. Cole Advisors reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 1,059 Insulet shares in Q4 2025, an estimated $327K.
J.W. Cole Advisors first reported a position in Insulet in Q2 2025 and held it in 2 quarters.
J.W. Cole Advisors's Insulet position peaked at $327K in Q3 2025.
833 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.