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Mascoma Wealth Management’s Insulet PODD Stock Holding History

Mascoma Wealth 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
2025
Q2 		– Sell
-5
Closed -$1.31K – 492
2025
Q1 		$1.31K Hold
5
– – ﹤0.01% 470
2024
Q4 		$1.3K Buy
+5
New +$1.26K ﹤0.01% 487

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Mascoma Wealth Management's PODD Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Insulet (PODD) in Q2 2025, closing a stake of 5 shares — an estimated $1.31K sold.

Mascoma Wealth Management first reported a position in PODD in Q4 2024 and held it in 2 quarters. The position peaked at $1.31K in Q1 2025. 797 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 5 Insulet shares in Q2 2025, an estimated $1.31K.
  • Mascoma Wealth Management first reported a position in Insulet in Q4 2024 and held it in 2 quarters.
  • Mascoma Wealth Management's Insulet position peaked at $1.31K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.