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Marshall & Sterling Wealth Advisors’s Insmed INSM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio INSM Stock Details INSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-41
Closed -$5.9K – 484
2025
Q3 		$5.9K Buy
+41
New +$5.02K ﹤0.01% 474

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's INSM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Insmed (INSM) in Q4 2025, closing a stake of 41 shares — an estimated $5.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in INSM in Q3 2025 and held it in 1 quarter. The position peaked at $5.9K in Q3 2025. 678 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 41 Insmed shares in Q4 2025, an estimated $5.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Insmed in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Insmed position peaked at $5.9K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.