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Marshall Financial Group (Maryland)’s Insulet PODD Stock Holding History

Marshall Financial Group (Maryland)’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
-3,267
Closed -$1.01M – 303
2025
Q3 		$1.01M Buy
3,267
+130
+4% +$40.7K 0.2% 128
2025
Q2 		$943K Buy
+3,137
New +$905K 0.19% 131

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PODD Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Insulet (PODD) in Q4 2025, closing a stake of 3,267 shares — an estimated $1.01M sold.

Marshall Financial Group (Maryland) first reported a position in PODD in Q2 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 834 funds tracked by Wall St. Rank hold PODD as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Insulet position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,267 Insulet shares in Q4 2025, an estimated $1.01M.
  • Marshall Financial Group (Maryland) first reported a position in Insulet in Q2 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Insulet position peaked at $1.01M in Q3 2025.
  • 834 funds tracked by Wall St. Rank held Insulet as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.