Kemnay Advisory Services’s Insulet PODD Stock Holding History

Kemnay Advisory Services’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 Q1	$5.88K	Sell	28 -451	-94%	-$113K	﹤0.01%	1139
2025 Q4	$136K	Buy	+479	New	+$150K	0.02%	89
2021 Q2	–	Sell	-3,372	Closed	-$880K	–	106
2021 Q1	$880K	Buy	3,372 +320	+10%	+$85.7K	0.12%	55
2020 Q4	$780K	Buy	+3,052	New	+$757K	0.1%	72

Other funds holding PODD

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kemnay Advisory Services's PODD Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Insulet (PODD) stake by 94% in Q1 2026, selling an estimated $113K and leaving 28 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Kemnay Advisory Services first reported a position in PODD in Q4 2020 and has held it in 4 quarters since. The position peaked at $880K in Q1 2021. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Kemnay Advisory Services held 28 shares of Insulet worth $5.88K as of Q1 2026.
Kemnay Advisory Services sold 451 Insulet shares in Q1 2026, an estimated $113K.
Insulet made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #1139 holding.
Kemnay Advisory Services first reported a position in Insulet in Q4 2020 and has held it in 4 quarters since.
Kemnay Advisory Services's Insulet position peaked at $880K in Q1 2021.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.