Loring Wolcott & Coolidge Fiduciary Advisors’s Insulet PODD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$152K	Sell	1,000 -30	-3%	-$5K	﹤0.01%	350
2026 Q1	$203K	Sell	1,030 -37	-3%	-$9.3K	﹤0.01%	311
2025 Q4	$283K	Buy	1,067 +37	+4%	+$11.6K	﹤0.01%	283
2025 Q3	$333K	Hold	1,030	–	–	﹤0.01%	276
2025 Q2	$324K	Hold	1,030	–	–	﹤0.01%	240
2025 Q1	$254K	Hold	1,030	–	–	﹤0.01%	247
2024 Q4	$284K	Hold	1,030	–	–	﹤0.01%	245
2024 Q3	$245K	Hold	1,030	–	–	﹤0.01%	262
2024 Q2	$207K	Hold	1,030	–	–	﹤0.01%	268
2024 Q1	$169K	Hold	1,030	–	–	﹤0.01%	286
2023 Q4	$197K	Hold	1,030	–	–	﹤0.01%	284
2023 Q3	$145K	Buy	1,030 +30	+3%	+$6.72K	﹤0.01%	315
2023 Q2	$288K	Hold	1,000	–	–	﹤0.01%	253
2023 Q1	$319K	Hold	1,000	–	–	﹤0.01%	232
2022 Q4	$294K	Hold	1,000	–	–	﹤0.01%	242
2022 Q3	$229K	Hold	1,000	–	–	﹤0.01%	273
2022 Q2	$218K	Hold	1,000	–	–	﹤0.01%	278
2022 Q1	$266K	Hold	1,000	–	–	﹤0.01%	270
2021 Q4	$266K	Hold	1,000	–	–	﹤0.01%	276
2021 Q3	$284K	Sell	1,000 -12	-1%	-$3.42K	﹤0.01%	264
2021 Q2	$278K	Hold	1,012	–	–	﹤0.01%	279
2021 Q1	$264K	Buy	1,012 +12	+1%	+$3.21K	﹤0.01%	265
2020 Q4	$256K	Hold	1,000	–	–	﹤0.01%	260
2020 Q3	$237K	Hold	1,000	–	–	﹤0.01%	249
2020 Q2	$194K	Hold	1,000	–	–	﹤0.01%	251
2020 Q1	$166K	Hold	1,000	–	–	﹤0.01%	249
2019 Q4	$171K	Hold	1,000	–	–	﹤0.01%	287
2019 Q3	$165K	Hold	1,000	–	–	﹤0.01%	283
2019 Q2	$119K	Hold	1,000	–	–	﹤0.01%	321
2019 Q1	$95K	Hold	1,000	–	–	﹤0.01%	324
2018 Q4	$79K	Hold	1,000	–	–	﹤0.01%	351
2018 Q3	$106K	Hold	1,000	–	–	﹤0.01%	343
2018 Q2	$86K	Hold	1,000	–	–	﹤0.01%	371
2018 Q1	$87K	Hold	1,000	–	–	﹤0.01%	386
2017 Q4	$69K	Hold	1,000	–	–	﹤0.01%	403
2017 Q3	$55K	Hold	1,000	–	–	﹤0.01%	420
2017 Q2	$50K	Hold	1,000	–	–	﹤0.01%	418
2017 Q1	$43K	Hold	1,000	–	–	﹤0.01%	427
2016 Q4	$38K	Hold	1,000	–	–	﹤0.01%	418
2016 Q3	$41K	Hold	1,000	–	–	﹤0.01%	413
2016 Q2	$30K	Hold	1,000	–	–	﹤0.01%	448
2016 Q1	$33K	Hold	1,000	–	–	﹤0.01%	440
2015 Q4	$38K	Hold	1,000	–	–	﹤0.01%	454
2015 Q3	$31K	Hold	1,000	–	–	﹤0.01%	463
2015 Q2	$31K	Hold	1,000	–	–	﹤0.01%	463
2015 Q1	$33K	Hold	1,000	–	–	﹤0.01%	478
2014 Q4	$46K	Hold	1,000	–	–	﹤0.01%	435
2014 Q3	$37K	Hold	1,000	–	–	﹤0.01%	443
2014 Q2	$40K	Hold	1,000	–	–	﹤0.01%	453
2014 Q1	$47K	Hold	1,000	–	–	﹤0.01%	419
2013 Q4	$37K	Hold	1,000	–	–	﹤0.01%	417
2013 Q3	$36K	Hold	1,000	–	–	﹤0.01%	394
2013 Q2	$31K	Buy	+1,000	New	+$28.3K	﹤0.01%	438

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PODD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Insulet (PODD) stake by 2.9% in Q2 2026, selling an estimated $5K and leaving 1,000 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PODD in Q2 2013 and has held it in 53 quarters since. The position peaked at $333K in Q3 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,000 shares of Insulet worth $152K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 30 Insulet shares in Q2 2026, an estimated $5K.
Insulet made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #350 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Insulet in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Insulet position peaked at $333K in Q3 2025.
731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.