LWA
PODD icon

LifeGoal Wealth Advisors’s Insulet PODD Stock Holding History

LifeGoal Wealth 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
2026
Q3 		$237K Buy
+1,813
New +$271K 0.07% 177

Other funds holding PODD

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

LifeGoal Wealth Advisors's PODD Position: Q3 2026 in Review

LifeGoal Wealth Advisors opened a new position in Insulet (PODD) in Q3 2026: 1,813 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #177 among its holdings.

21 funds tracked by Wall St. Rank hold PODD as of Q3 2026.

  • LifeGoal Wealth Advisors held 1,813 shares of Insulet worth $237K as of Q3 2026.
  • Insulet was a new LifeGoal Wealth Advisors position in Q3 2026.
  • Insulet made up 0.07% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #177 holding.
  • 21 funds tracked by Wall St. Rank held Insulet as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.