MLCM
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M & L Capital Management’s Insulet PODD Stock Holding History

M & L Capital Management’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 		– Sell
-5,630
Closed -$1.6M – 26
2025
Q4 		$1.6M Buy
+5,630
New +$1.76M 0.33% 20

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

M & L Capital Management's PODD Position: Q1 2026 in Review

M & L Capital Management sold out of Insulet (PODD) in Q1 2026, closing a stake of 5,630 shares — an estimated $1.6M sold.

M & L Capital Management first reported a position in PODD in Q4 2025 and held it in 1 quarter. The position peaked at $1.6M in Q4 2025. 785 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • M & L Capital Management reported no remaining Insulet position as of Q1 2026 after selling out during the quarter.
  • M & L Capital Management sold 5,630 Insulet shares in Q1 2026, an estimated $1.6M.
  • M & L Capital Management first reported a position in Insulet in Q4 2025 and held it in 1 quarter.
  • M & L Capital Management's Insulet position peaked at $1.6M in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on M & L Capital Management's 13F filing for Q1 2026, filed 10 Apr 2026.